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
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
Learn more
Safran Project
Stay connected to the dynamic developments of your project with Safran Project. As the leading software solution for project planning and control, Safran Project seamlessly integrates scheduling, planning, risk management, and execution into one comprehensive tool. Effectively oversee your projects, prevent scope creep, and ensure timely and budget-friendly delivery with Safran Project. Scope creep remains the primary factor contributing to project delays and exceeding budgets. With enhanced project management capabilities at your disposal, Safran Project enables you to maintain a clear overview and keep your projects aligned, no matter the challenges faced. The software's built-in scope control and change register feature allow for real-time analysis of how modifications affect resource allocation and project schedules. By evaluating progress relative to your baseline and the latest updates, you will always be equipped to achieve successful project outcomes. Additionally, Safran Project empowers teams to collaborate effectively, enhancing communication and decision-making throughout the project lifecycle.
Learn more
Fivani
Fivani gives you instant clarity on what your contracts really mean by analyzing key clauses, deadlines, deliverables, and payment structures. Instead of guessing, you get a prioritized list of risks and recommendations that help you negotiate smarter and protect your work. The system converts vague or complex agreements into a structured project plan with milestones, tasks, and responsibilities. Fivani also identifies loopholes, missing protections, and terms that could lead to scope creep or delayed payments. Because it works in seconds, you can review multiple contracts without the typical bottlenecks of legal review. Whether you're managing clients, freelancers, or internal teams, Fivani ensures everyone stays aligned from draft to delivery. Its clear dashboards and simple explanations make contracts accessible to anyone—not just lawyers. With Fivani, you gain control, transparency, and confidence before a project even begins.
Learn more
