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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Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability
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WhatAVenture Innovation Platform
Discover an online platform designed for enhancing your intrapreneurship and innovation initiatives. Treasured ideas can be gathered and managed effectively within your organization using idea calls. Progressively refine your business concept through a comprehensive six-step framework, guiding you from identifying customer needs to developing a viable business model. Gain insights into entrepreneurial tools and techniques through concise video lectures. Access examples and motivational content just before diving into your project. Unify all your teams in a single location, enabling seamless collaboration and tracking of project advancements. Uncover fresh business opportunities and potential revenue sources. Equip your corporation for future challenges with an appropriate venturing strategy. Transform your concept into reality by validating your venture with genuine market insights, launching your minimum viable product (MVP), and securing your initial paying customers. Ensure sustainable growth after the initial launch by optimizing every aspect of the business to facilitate rapid expansion while delivering your value proposition effectively at scale. Additionally, foster a culture of continuous innovation within your organization to keep up with evolving market demands.
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Foundra
Foundra is an intelligent startup validation tool that helps entrepreneurs evaluate and launch ideas with confidence. Instead of spending months researching or relying on assumptions, users can generate structured insights in minutes through AI-driven analysis. The platform provides features such as competitor analysis, market sizing, customer profiling, and objection mapping. It organizes the entire startup journey into clear phases with defined goals, making it easier to track progress and make informed decisions. Foundra’s AI workspace acts as a strategic partner, offering recommendations, highlighting risks, and suggesting improvements. It also converts insights into actionable tasks, helping founders move quickly from idea to execution. The platform is designed to reduce wasted time, money, and effort by validating demand early. With exportable deliverables and planning tools, it supports both solo founders and teams. Overall, Foundra streamlines the path to product-market fit.
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