Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
by Canopy Tax, Inc.★ 4.8899 ratingsBusinessFreeData updated 2026-09-06
Create an account by uploading a resume. Set job preferences including title, work arrangement, contract type, and salary range. Apply to jobs with a single tap. Track application status, manage interview requests, and save job listings.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Manage projects, track progress, and streamline communication
Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Track case statuses and manage law firm finances. Update matters, communicate with clients and team members. Upload, share, and review documents. Access all records from a single platform.
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Manage job applications and receive notifications for new positions. View paystubs and access tax documents. Track onboarding progress and manage work schedules. Submit applications and stay updated on job opportunities.