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.
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Fathom is an AI meeting assistant that helps users capture, summarize, search, and act on meetings with less manual work. The platform creates accurate transcripts, instant summaries, action items, and follow-up notes so users can focus on live conversations instead of taking notes. Fathom supports both traditional meeting capture and bot-free capture through its desktop app. Teams can use Fathom as a shared source of truth across customer calls, internal meetings, strategy sessions, and project conversations. Ask Fathom lets users search across meetings and ask questions about conversations, decisions, commitments, risks, and next steps. The platform also supports topic monitoring so important moments and signals are easier to find. Fathom syncs meeting notes, insights, and action items into tools such as Slack, Salesforce, HubSpot, Notion, Asana, Gmail, Zoom, Google Meet, Microsoft Teams, ChatGPT, Claude, Zapier, and API or MCP workflows. It supports security and compliance needs with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI notetaking, bot-free capture, transcripts, summaries, integrations, search, and workflow automation, Fathom helps teams move from meetings to execution faster.
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Bubbles
Bubbles transforms how teams handle meetings and communication by combining AI-driven notetaking with asynchronous collaboration tools. The platform records and transcribes live meetings from Zoom, Google Meet, and Microsoft Teams, instantly turning conversations into clear action items. After each session, it delivers organized summaries and to-do lists for every participant, ensuring no detail is missed. Users can also annotate recordings, leave time-based comments, and continue discussions asynchronously through video or voice replies. By integrating directly with calendars and browsers, Bubbles seamlessly fits into any workflow. Its browser extension allows quick screen and voice recordings to handle updates and questions without scheduling a call. Built with security at its core, Bubbles ensures meeting data remains private and compliant. Teams using Bubbles report fewer follow-ups, faster decisions, and more productive collaboration across time zones.
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Otter.ai
Otter is where conversations are. With Otter, your AI-powered assistant, you can create rich notes for interviews, meetings, lectures, and other important voice conversation. The Otter advantage is a benefit for organizations. Otter is trusted by all sizes of teams to transcribe important conversations. Otter 2.0, our shiny new release, offers more functionality to enhance collaboration and productivity. The Teams plan is designed for small and medium-sized businesses as well as teams in larger companies. You can record and review your conversations in real-time. You can search, play, edit, organize and share your conversations on any device. Otter allows you to record conversations on your smartphone or web browser. You can import or sync recordings from other services. Zoom can be integrated. Real-time streaming transcripts are available. Within minutes, rich, searchable notes can be created with text, audio, images and speaker ID. To inform others and stay on the same page, you can share or export voice notes.
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