Compare ClientTable vs. Trevio

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

pCloud Business is a cloud storage and file synchronization platform designed for teams that need controlled access, cross-platform compatibility, and predictable storage allocation. It provides centralized file management with granular permissions and optional client-side encryption. Founded in 2013 in Switzerland, pCloud operates under EU-aligned privacy standards and offers data residency in Luxembourg (EU) and Dallas, Texas (US). The platform supports over 23 million users globally. Core Functionality : - Per-User Storage Allocation : 1 TB or 2 TB per user, suitable for small to mid-sized teams and distributed environments. - Virtual File System (pCloud Drive) : Mounts as a local drive on Windows, macOS, and Linux. Files are streamed on demand, reducing local disk usage. - File Sync & Sharing : Folder-level sync, link-based sharing, and permission control (view/edit/manage). Supports password-protected and time-limited links. - Admin & Access Control : Centralized user management, role assignment, and storage distribution via admin console. - Versioning & File History : File versioning with up to 180 days retention, enabling rollback and recovery. - Cross-Platform Support : Native clients for Windows, macOS, Linux, iOS, Android, plus web interface. - Client-Side Encryption (Optional) : Zero-knowledge encryption via pCloud Encryption for sensitive data; encryption keys are not stored server-side. Technical Positioning: - Swiss jurisdiction; GDPR-aligned processing - No file size limits - Works without mandatory ecosystem lock-in (no bundled office suite required) - Compatible with heterogeneous environments (Linux included) Trial : 30-day free trial available for up to 10 users.

Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Proton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners. With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage: - Real-time collaboration with Proton Docs - Granular sharing controls for external and internal access - File recovery for peace of mind - Cross-device access, including Windows, macOS, iOS, and Android We also help you meet compliance requirements out of the box. Proton Drive supports: - GDPR, HIPAA, DORA, NIS2, and ISO 27001 - Independently audited SOC 2 Type II compliance - No complex setup or third-party integrations required. By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.

Filerev is a powerful tool that helps you easily find and manage hidden files, duplicate files, large files, and oversized folders, ensuring a streamlined and clutter-free digital workspace. Key features include advanced scanning technology that identifies the unorganized files taking up the most space and cluttering your Google Drive. Filerev enhances productivity by saving time and reducing the frustration of manual file organization. The custom filters and bulk delete tool give you complete control over finding and removing unwanted files in your account. The storage analyzer lets you browse your folders by size to see where the space is being used in your Google Drive. Whether you're an individual, a small business, or a large enterprise, Filerev offers robust solutions tailored to your needs. Visit filerev.com to discover how Filerev can transform your Google Drive experience and boost efficiency.

Portal Wholesale is an all-in-one wholesale CRM and B2B marketplace platform created to help fashion brands, showrooms, and wholesale sales teams manage their entire sales process in a single system. The platform combines CRM functionality, order management, Gmail integration, meeting scheduling, asset sharing, and inbound buyer discovery tools specifically designed for wholesale sales workflows. Portal Wholesale enables sales reps to manage accounts, contacts, orders, deals, and outreach directly from Gmail while automatically syncing communication, tasks, and buyer engagement into the CRM. The system supports seasonal wholesale operations with built-in linesheets, product catalogs, shipment tracking, order visibility, and integrations for Joor and NuOrder. Brands can organize sales pipelines by season, rep, region, or market while managers gain real-time reporting and forecasting visibility without relying on spreadsheets. Portal Wholesale also includes a marketplace where over 150,000 retail buyers actively discover and source wholesale brands, generating inbound leads that automatically flow into the CRM pipeline. The platform offers tools for scheduling market appointments, sharing tracked linesheets and lookbooks, monitoring buyer engagement, and managing wholesale relationships from prospecting through order fulfillment. Designed specifically for fashion wholesale rather than generalized sales teams, Portal Wholesale supports the unique operational structure of wholesale businesses including markets, trade shows, showroom appointments, sizing, SKUs, seasonal product launches, and buyer relationship management. The platform positions itself as a modern alternative to spreadsheets, disconnected tools, and generic CRMs.

Time To Pet is trusted by over 2,000 pet care companies around the globe and thousands of pet sitters and dog walkers. Time To Pet offers more than just basic features such as integrated scheduling and billing, online payments, and client portal. Time To Pet also includes advanced features like dedicated mobile apps for clients and your team, GPS tracking and text messaging, Quickbooks Integrations, and dedicated mobile applications. We help pet owners grow their businesses with content, email courses and e-books. Our Local Pet Care Marketplace connects pet parents with professional pet care professionals. Time To Pet is the best pet sitting and dog walking software. Register today for a free trial!