Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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Proton Drive is a secure cloud storage and collaboration platform built for professionals who manage sensitive data.
Whether you’re sharing internal documents, legal contracts, or client files, Proton Drive keeps your data private — by default.
Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t read your files. You can set passwords, add expiration dates, or revoke access instantly — so you’re always in control.
Each user gets 1 TB of storage, with the flexibility to add more as your team or projects grow.
Designed and hosted in Switzerland, Proton Drive is developed by the team behind Proton Mail and Proton VPN — trusted by over 100 million users worldwide. We’re independent, open source, and committed to keeping your data safe from surveillance and vendor lock-in.
Proton Drive helps you stay compliant, with support for:
- GDPR, HIPAA, ISO 27001, NIS2, and DORA
- Verified SOC 2 Type II audits
- No complex setup. No third-party tools required.
Built for security teams, law firms, healthcare providers, consultancies, and privacy-conscious organizations of all sizes.
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OnBoard Board Management Software
OnBoard is a leading board management platform that simplifies governance, enhances board meetings, and drives engagement. With AI-powered meeting minutes, OnBoard generates accurate, real-time transcriptions and structured minutes with a single click. Its intuitive features, such as agenda building, secure messaging, digital voting, and document management, streamline processes for boards and leadership teams. Accessible via devices like iPads, iPhones, and Android devices OnBoard ensures seamless collaboration and communication.
With robust security measures, including two-factor authentication and encryption, OnBoard guarantees data protection. The platform integrates with Microsoft 365, Google Workspace, and Zoom, providing a versatile solution for modern boards. Trusted by over 6,000 organizations globally, OnBoard enhances meeting efficiency and governance.
Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings.
Transform how your board meetings are conducted by choosing OnBoard today, and experience the difference in governance and collaboration that it offers!
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FileInvite
Cease the relentless pursuit of documents from your clients. Effortlessly obtain files, forms, and digital signatures by requesting them with set deadlines, allowing for a significant reduction in time spent as responses flow back to you seamlessly.
What makes FileInvite the preferred choice for our clients?
1. Users of FileInvite have noted an impressive average reduction of 34% in the time it takes to receive documents after utilizing our collection system, with some reporting time savings as high as 87.5%.
2. The platform simplifies the process for your clients, cutting down the number of steps required by as much as five times compared to traditional email requests. Experience the advantages of a customer-focused approach to document gathering for your enterprise.
3. Our dedicated customer support team places your success at the forefront. FileInvite has earned a 5-star rating from over 100 reviews on Capterra, reflecting our commitment to exceptional service.
Recognized by businesses of all sizes globally, FileInvite stands at the forefront of document collection solutions designed for customer-oriented companies. You can explore FileInvite free for 14 days with no need for a credit card.
In just five minutes, you can send your first Invite after signing up for a complimentary account, making it easier than ever to streamline your document collection process. Don't miss out on this opportunity to enhance your efficiency!
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