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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Katana is the #1 modern manufacturing & inventory software for scaling businesses. Automate your workflows with Katana’s visual interface and smart auto-booking engine, which allow you to prioritize orders and see the availability of raw materials & finished goods in real-time.

For staff dispatching, such as sales reps, mobile service, or workforce. For truck shipment allocation in daily transportation and logistics (scheduling, tour optimization, etc.). For waste management and District Planning. and for generally, highly constrained problem sets.