4 Total Companies
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...
Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the speed and quality of rendering a professional opinion. Valid8 uses the latest in AI and automation technology to rapidly parse, categorize, match, and reconcile financial data from numerous sources. Hund...
QuickFee helps professional service firms get paid faster and reduce aging Accounts Receivable. Combining easy payment options with powerful invoicing integrations, QuickFee speeds up the entire engagement-to-cash cycle for firms. Through the QuickFee payment portal, your clients also have the flexibility to pay their provider with Card, ACH/eCheck, or a payment plan over 3-12 months. No matter wh...
FincenFetch is the leading platform to simplify FinCEN’s CTA filings for firms - currently powering hundred of firms across the U.S. with automated SOC2 secure BOI reporting solutions. Our filing solutions include dozens of features at affordable pricing, including eFiling to FinCEN, automatic client reports, firm staff-member permissions, A.I. report autofilling from ID uploads, updated report su...