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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Popl
Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline.
The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile.
Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms.
Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction.
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Cropwise Operations
Monitor all your fields in one place. Get real-time updates on current field and crop conditions. Receive immediate notifications if something’s wrong. Track changes even if you’re offline. Forecast your harvest. Fast setup in a matter of days, depending on land size. Initial training, presentations and ongoing support. Available on computer and smartphone. Try Cropwise Operations for free for a limited time of 14 days and start using the most advanced production management system for farmers. Available on AppStore and Google Play. Our mobile apps are made for the field. Alerts with 1,5 times more recorded and timely identified problems and violations. Units of machinery, equipment and trackers controlled by users. Times more photos of fields, plants, diseases, pests and other threats.
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