Canopy
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Doccle
Doccle is an app that streamlines administrative processes by automating document management and offering omnichannel distribution for efficient communication.
Book Keeper
Book Keeper is an offline accounting app for Android, iOS and Windows that manages bookkeeping, invoicing, GST/VAT-compliant tax returns, inventory, bank reconciliation and financial reports.
Planhat
Planhat is a customer success platform that centralizes customer data, automates workflows, and optimizes customer engagement to improve retention and performance.
Digiboxx
DigiBoxx is a cloud storage app that offers secure digital file management and sharing for individuals, SMBs, and corporates.
Accelo
Accelo is a cloud-based platform for managing client work, projects, and finances in professional services, streamlining workflows and improving efficiency.
Lumin
Lumin is a cloud-based PDF editing and document workflow tool that allows users to edit, annotate, sign, and collaborate on PDF documents from any device.
Liscio
Liscio is a secure cloud-based platform for accounting firms, facilitating client communication, document sharing, and collaboration through a user-friendly mobile app.
vcita
vcita is a management platform that automates scheduling, billing, and client management for service providers, enhancing operational efficiency and customer experience.
DocuWare
DocuWare is a document management and workflow automation app that helps businesses digitize, organize, and control documents efficiently.
Xenett
Xenett is a tool that automates error detection and manages closing tasks, checklists, and reconciliations, enabling collaboration with clients on outstanding issues.
OpenText
OpenText is an app for managing enterprise information, handling content and unstructured data for large organizations and agencies.
WiseStamp
WiseStamp is a web-based tool that allows users to create and customize professional email signatures with unique elements like social media links and logos.
DRACOON
DRACOON is a secure file sharing and data management platform for collaboration, offering tools for file sharing, access control, and compliance.
EZ File Drop
EZ File Drop allows users to receive files easily without an app or account, routing submissions directly to cloud storage like Google Drive or Dropbox.
Redactable
Redactable is a cloud-based tool for securely removing sensitive information from documents, ensuring complete redaction and compliance with data protection regulations.
Redtail
Redtail is a web-based CRM for financial advisors that helps manage client relationships, streamline workflows, and enhance collaboration.
Anvil
Anvil is a platform that allows users to build full-stack web applications using only Python, eliminating the need for JavaScript, HTML, and CSS.
Formstack
Formstack is a cloud-based app for creating digital forms, collecting data, and automating workflows, featuring integrations, analytics, and customizable templates.
Scan123
Scan123 is a document management app that digitizes paper files, scans barcodes, and organizes digital documents for easy access and sharing.
BoldSign
BoldSign is an e-signature app that facilitates secure online document signing and integrates easily into applications through its API.
SignRequest
SignRequest is an e-signature app that allows users to create, send, and track documents for electronic signatures securely and efficiently.
CAYA
CAYA is a digital platform for individuals and small businesses to receive, organize, and manage documents securely and efficiently.
Signwell
SignWell is an electronic signature tool that simplifies document signing, allowing users to upload, sign, and track documents efficiently.
Suralink
Suralink is a cloud-based app that manages audit documentation and client requests, facilitating secure document sharing and streamlined communication for accounting professionals.
SignHouse
SignHouse is a free eSignature app that allows users to create, manage, and sign documents digitally, streamlining document workflows for personal and professional use.
Document Logistix
Document Logistix is a document management app that automates workflows, tracks documents, and ensures secure access for improved business operations.
Bit.ai
Bit.ai is a collaborative platform for creating, managing, and sharing interactive documents and notes with multimedia content and real-time collaboration features.
Dock
Dock is a platform for creating digital sales rooms, onboarding plans, and client portals, featuring a sales content library and e-signature support.
Xodo Sign
Xodo Sign is an electronic signature platform for signing and managing documents online, enabling collaboration and secure approvals from various devices.
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