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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Optify
Optify is a powerful web-based tool designed to streamline the coaching process so that professional coaches can focus on what really matters: making a difference. Build your coaching practice or internal coaching program with confidence while helping your clients and leaders reach their fullest potential. Whether used independently or paired with Optify’s coaching, we’re a game-changer for today’s coaches and organizations who want to make an impact that lasts. Do what you do best, let us handle the rest.
If you’re a solo coach, coaching team, or running an internal coaching program, you can easily use Optify to securely manage programs, honoring confidentiality and providing coaches, clients, and program managers only what they need. From custom program design to coach matching to the customizable library of learning resources, you’ll have what you need to level up your practice.
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