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.
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Project Planning and Management Software | Planview
Connect programs, projects, resources, and financials with business outcomes using portfolio management software from Planview.
Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization.
A user-friendly lightweight BI tool.
It is a set of plugins of MTTK Lowcode Engine, so the user manual and develop manual are combined together with MTTK Low Code Engine.
Code repository: https://github.com/jamie-mttk/mttk-lowcode-designer
Online demo available at http://139.129.210.30:8825 (First visit may be slow)
Username: admin Password: 123456
Lightweight
No data processing engine offered, all the data processing depends on the target Databse Server.
Easy to use
For...