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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Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.
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Facturwise
Facturwise serves as an invoicing solution tailored for freelancers and small enterprises across the EU, integrating ZUGFeRD and Factur-X e-invoicing standards into all its plans, even the free version. With Germany set to enforce e-invoicing by 2027 and France following suit in September 2026, many platforms impose additional fees or lack support for these standards. However, Facturwise simplifies this by automatically creating fully compliant invoices with ZUGFeRD 2.4 and Factur-X 1.0.8 without the need for plugins, configurations, or hidden charges. Each invoice generated is a hybrid PDF/A-3 file that incorporates structured CII XML, making it accessible to clients while remaining compatible with accounting systems. In addition to compliance features, the platform offers multilingual invoices available in six languages and supports 30 different currencies, along with SEPA QR codes facilitating cost-free bank transfers, automated recurring billing, payment reminders, expense tracking, client management, quotes, credit notes, and a comprehensive financial dashboard. You can start using Facturwise at no cost, and no credit card is necessary to begin your journey. With such a wide array of features, Facturwise positions itself as a comprehensive tool for managing invoicing needs efficiently.
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Sign.Plus
Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals.
Sign.Plus Features:
Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements.
eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace.
You can monitor the progress of your signature requests live.
Use these templates to send multiple documents to different recipients.
A certificate of completion with a tamperproof audit report and details about the signers.
Create a team and include your employees.
Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more.
Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2.
Data encryption at rest and in transit
Data residency is required to meet all data compliance requirements.
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