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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Assess how your company's digital footprint can be leveraged by cybercriminals. Identify the most at-risk individuals using thousands of public data points and take steps to proactively defend them.

Easy-to-use online form builder for every business. Create online forms and publish them. Get an email for each response. Collect data. Design professional looking forms with JotForm Online Form Builder. Customize with advanced styling options to match your branding. Speed up and simplify your daily work by automating complex tasks with JotForm’s industry leading features. Securely and easily sell products. Collect subscription fees and donations. Being away from your computer shouldn’t stop you from getting the information you need. No matter where you work, JotForm Mobile Forms lets you collect data offline with powerful forms you can manage from your phone or tablet. Get the full power of JotForm at your fingertips. JotForm PDF Editor automatically turns collected form responses into professional, secure PDF documents that you can share with colleagues and customers. Easily generate custom PDF files online!