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Canopy
Practice Management & Firm Operations
Workflow Automation & Orchestration
Growth CRM & Client Portals
An all-in-one platform for accounting and tax firms to manage clients, workflow, documents, and billing from one place.
Brieff
AI Assistants & Intelligent Automation
Workflow Automation & Orchestration
Growth CRM & Client Portals
An AI meeting platform for accounting firms delivering advisory services, focused on prep, note-taking, and follow-through.
Corvee Tax Planning & Client Collaboration
Tax Preparation & Compliance
Advisory Analytics & BI
Growth CRM & Client Portals
Tax planning software plus firm programs designed to help tax and accounting practices deliver proactive, advisory-led value.
Client Hub
Practice Management & Firm Operations
CAS Bookkeeping & Close
Growth CRM & Client Portals
Practice management + client portal software for cloud accounting and bookkeeping firms, with AI-powered tools to speed month-end close work.
Auditi PBC Portal
Audit Assurance & Risk
Document Management eSign
Growth CRM & Client Portals
Auditi is the communication platform for audit firms and their clients.
Anchor
Time Billing & Revenue Management
AR Collections & Revenue Acceleration
Growth CRM & Client Portals
Anchor automates the proposals, agreements, billing, collections process so firms get paid faster with less admin work.
AccountGroove
Workflow Automation & Orchestration
Time Billing & Revenue Management
Growth CRM & Client Portals
A cloud-based software company offering an AI-enhanced proposal-to-payments platform built for accounting professionals and other service-based firms.
IT Services (IT-as-a-Service)
AR Collections & Revenue Acceleration
Growth CRM & Client Portals
Infrastructure Security & Firm IT
Netgain’s IT-as-a-Service provides flexible, fully managed IT support that adapts to your organization’s needs….
2011
150-259
CPA Cloud Essentials
CAS Bookkeeping & Close
Growth CRM & Client Portals
Infrastructure Security & Firm IT
Netgain is a managed cloud and technology services provider that partners with accounting/CPA firms, healthcare organizations….
2011
150-259
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