Canopy
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
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
Answering Service Care
ASC is a dedicated answering service that operates around the clock, serving more than 3,500 businesses nationwide. Our dependable service spans multiple sectors, including legal, healthcare, insurance, financial advisory, and numerous others. With a team of expertly trained customer service agents, we manage a wide range of calls, from welcoming callers and scheduling appointments to transferring calls and sending messages. You can rely on ASC for precise and trustworthy message-taking whenever you need it, ensuring no call goes unanswered.
Our service guarantees that you never miss a call or live chat, providing an exceptional first impression for your customers. We capture vital messages 24/7, which can lead to significant savings compared to hiring full-time receptionists. Our platform can easily integrate with over 5,000 applications, and our web and mobile app offer you the flexibility to access our services from virtually anywhere. Additionally, we provide Payment IVR solutions and adhere to both HIPAA and PCI regulations. Opt for ASC and discover the difference made by our caring and professional team. With us, your business can shine even brighter.
Learn more
Back Office Betties
Enhance your legal practice by adding a specialized team of Virtual Legal Receptionists who will seamlessly blend into your existing operations. These skilled professionals work behind the scenes, impressing your callers while efficiently handling client intakes, vetting solicitors, and allowing attorneys to reclaim valuable time. To get started, simply redirect your incoming calls to our dedicated number, and our Virtual Legal Receptionists will ensure that your callers never experience hold times for other issues. Any modifications to your account will be completed within a swift 24-hour timeframe. Reach out to our Growth Solutions Strategist today to discover how Back Office Betties can support your law firm in achieving its maximum potential and elevating client satisfaction. By collaborating with us, you can devote more attention to your legal work, alleviating the burden of administrative duties and ultimately improving your practice's efficiency and productivity.
Learn more