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.
Learn more

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.
Learn more
Fireflies.ai
Record, transcribe. Search your meetings and voice conversations. Instantly record meetings from any web-conferencing platform. Fireflies can be invited to your meetings to record and then share conversations. Fireflies can transcribe audio files or live meetings that you upload. You can read the transcripts and listen to the audio afterwards. To quickly collaborate with colleagues on important moments of your conversations, you can add comments or mark certain parts of calls. In less than five minutes, you can review an hour-long call. You can search for action items and other important highlights.
Integrate with more than 10 web-conferencing platforms
Zoom
Google Meet
GotoMeeting
UberConference
MicrosoftTeams
Skype for Business
+ More
12+ App Integrations
Slack
Salesforce
Zapier
Hubspot CRM
Pipedrive
Zoho CRM
Freshsales
Copper CRM
Close.io
+ More
Learn more
Tactiq
Google Meet - Save Captions and Transcription
Use Tactiq's Chrome Extension to Google Meet to capture important conversations and not lose your focus while taking notes.
It's easy to share and save live transcriptions from Google Meet.
* Record the conversation and add timestamps.
Identified Speakers
* View the complete conversation history in real-time
* Save the transcription to Google Doc automatically during the meeting
* Enable captions automatically on calls
* Highlight any important points during the Google Meet meeting
* Export transcript in Tactiq meeting, TXT or Clipboard or securely store it on your Google Drive
Learn more