USI Affinity Reviews

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.

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.

We provide our clients with meticulously designed insurance options, expert advice on risk management, and swift, reliable services that are activated during the claims process. Beazley has established itself as a leader in offering innovative solutions for cyber breaches and network security. Our Beazley Breach Response service, specifically aimed at small and medium-sized enterprises, distinguishes itself in the market thanks to the dedicated support from BBR Services, which oversees all essential response activities when a breach occurs. To date, BBR Services has adeptly assisted numerous clients in managing thousands of cyber breach incidents. In the area of professional liability, we offer sophisticated coverage choices that cater to cyber and technology risks across various professions and businesses, ensuring our clients remain safeguarded in an ever-changing digital environment. This dedication to all-encompassing protection not only enhances our reputation but also solidifies our role as a reliable ally in tackling the intricacies of contemporary risks. Our ongoing commitment to innovation and support further strengthens client trust and confidence in our services.