Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows.
Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction.
The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.
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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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MediaLab Document Control
MediaLab’s Document Control is a powerful way to manage your laboratory’s policies, procedures, and documentation. Our twenty years of expertise in clinical laboratories have created a document control solution that guides you to full compliance with all laboratory standards, regulations, and best practices. Document Control provides an automated, centralized platform for all of your document approvals, workflows, edits, sign-offs, audits, and more—with flexibility and customization features to match your laboratory’s unique needs.
MediaLab's Document Control supports:
• Digital records and version control of all documents,
• Standardization across all documents from all sites,
• Electronic signatures that meet 21 CFR Part 11 standards,
• Customized approval workflows and processes,
• Robust searching to easily locate specific documents, and more!
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