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.★ 4.81,044 ratingsBusinessFreeData updated 2026-09-16
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
Track time with automatic logging. Enter expenses quickly. Generate invoices instantly, including bulk options. Manage IOLTA trust accounting with one click. View financial reports and firm performance metrics.
Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.
Manage tasks, track workflows, and access business
Manage client requests, review conflicts reports, approve purchase orders, and search for experience. Access workflow tools for task tracking and document management. Securely handle business acceptance processes on the go.
The app provides clients access to their personal web portal on iOS devices. It offers an overview of the Firm, Endowment Investment Philosophy, Account Aggregation technology, and the Online Secure Vault.
Manage IT operations by creating, viewing, updating, replying to, and closing tickets. Track projects, tasks, and milestones. Initiate remote sessions for troubleshooting, script execution, and alert resolution.
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
The app allows CBRE GWS clients and their employees to create, track, and rate facility management service requests. It provides a client-based mobile application for managing these requests.
Exchange documents, track tasks, and manage contact information within a single platform. Ask questions and set reminders. Scan documents and use GPS location features. Share files and communicate with professionals securely.
Manage information and documents securely. Collect and organize data through intuitive forms. Enable self-service for file access and updates. Communicate directly through the instead of email. Track interactions and manage workflows efficiently.
Track legal cases with a case management system that allows teams to notify and update clients on case progress. Share case documents, photos, and messages securely. Access case events and eSignatures.
The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.