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.
Learn more

8am is an all-in-one professional business platform designed to simplify firm management and empower professionals to focus on the work that matters most. Trusted by more than 260,000 users and approved by 175+ professional associations, it combines the capabilities of leading products—LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay—into a single, intelligent ecosystem. Each solution addresses a vital aspect of professional operations: LawPay accelerates payments and ensures compliance, MyCase streamlines practice management, CasePeer enhances litigation workflows, and CPACharge modernizes accounting. With secure, next-day deposits, automated billing, and customizable dashboards, firms gain control and visibility across every client interaction. 8am also offers industry-specific features like IOLTA compliance, PCI Level 1 security, and 70+ legal software integrations, ensuring every firm meets the highest professional standards. Its cloud-based architecture promotes collaboration and real-time insight across teams, allowing professionals to operate seamlessly whether in-office or remote. Beyond technology, 8am delivers white-glove customer support and deep industry expertise built from two decades of innovation. The company’s annual Kaleidoscope conference brings users together for practical insights, peer learning, and a forward look at emerging trends. Designed for law firms, accountants, and associations alike, 8am helps professionals reduce administrative overhead and reclaim their time. It’s not just management software—it’s the foundation for running a modern, client-centered firm with confidence and clarity.
Learn more
Hence
Hence envisions a future where enterprises exclusively partner with their most skilled lawyers and consultants. By utilizing data and artificial intelligence, we enable these organizations to enhance their management of professional relationships with greater efficiency. Hence transforms the often confusing and laborious domain of B2B professional services into a driving force for organizational growth, innovation, and significant impact. While companies often delegate legal responsibilities, finding the right lawyer or law firm with the requisite skills and reasonable fees can be a challenging and frequently flawed endeavor. This challenge is what inspires Hence – to harness high-quality data to facilitate the law firm selection process. Our goal is to fundamentally alter the way businesses engage with their legal advisors. Consequently, we have created a groundbreaking software solution that empowers General Counsels and in-house legal teams by providing them with the analytical insights derived from data and AI, thereby improving their decision-making capabilities. This methodology not only streamlines the selection of legal counsel but also nurtures stronger collaborations between businesses and legal experts, ultimately leading to enhanced outcomes for all parties involved.
Learn more
Tracker
Tracker is a comprehensive cloud-based sales CRM and recruitment solution designed to support the growth of your business. It is particularly well-suited for various staffing and consulting agencies. By fostering stronger relationships, Tracker aids these firms in expanding their operations. The platform simplifies the recruitment journey, encompassing everything from sourcing candidates to onboarding new employees. As a result, it enhances the success rates of recruiters, candidates, and clients alike. With Tracker, organizations can optimize their workflows and achieve more efficient recruitment outcomes.
Learn more