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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Nudge Coach
We help coaches, consultants, creators and influencers launch a customized coaching app for their clients in less time without coding or breaking the bank. Nudge is the easiest way to launch your online coaching program in a customizable mobile app. No coding, just coaching. Built to make online coaching easier, more effective and more scalable, Nudge Coach makes it easy to customize a coaching app for your clients. Make staying on track easier for your clients by building simple forms and trackers right into your coaching app. Enough with the hassle of admin, coordination and scheduling, do it all from one centralized location. Create program cards in your coaching app to deliver coaching content. With user-friendly content creation tools, templates and imagery, you can keep clients on track without sending emails that go unread. Deliver your program at scale, customize trackers to keep clients accountable, and engage clients with personalized messages.
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