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
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 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 insurance claims with a cloud-based platform. Upload and organize documents, letters, and evidence. Track claim progress using a diary with time-stamped entries. Collaborate with team members and clients through shared access.
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.
Create and send professional invoices with customizable templates. Track payments and send reminders. Manage client and company details in one place. Set recurring invoices and view payment history. Export data in various formats.
Start intake, view appointments, chat with support
Start intake forms and schedule appointments. View case details and chat with customer service. Access legal documents and track appointment history. Receive notifications for upcoming meetings and service updates.