Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
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MentorCity
MentorCity is a comprehensive and intuitive online mentoring software cultivating the future of organizations and individuals through the power of connections and relationships. Specifically created for associations, companies, and schools, MentorCity assists in member engagement, leadership development, succession planning, and diversity and inclusion strategies. Serving as a powerful personal development tool, MentorCity helps organizations save time and money by lessening matching responsibilities and allowing program administrator to focus their efforts on building a mentoring culture that achieves exceptional results.
mentoring, mentorship, mentor, mentee, coach, coaches, coaching, data security, white-label solutions, customizable mentoring programs, performance metrics, reporting tools, data analytics, discussion forums, video conferencing, real-time messaging, mobile-friendly, cloud-based mentoring, employee mentoring, corporate mentoring, goal tracking
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Practice
Streamline your coaching business:
We help coaches consolidate clunky, disjointed and annoying systems into one simple place.
No more back and forth:
Easy scheduling that shows your real-time availability, simple forms to gather information, invoices and payments — all tied together with automations.
Less time chasing, more time earning:
Create invoices, recurring subscriptions and packages in seconds and get paid on time, every time.
Easy client management:
Practice's world-class tools are built for both sides of the relationship, enabling you to engage between sessions, without giving away your personal phone number.
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