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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Sovos is a global provider of tax, compliance, and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence.
More than 100,000 customers in 100+ countries - including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates.
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Legal e-File
E-filing, or electronic filing, refers to the process of submitting documents electronically through the Court’s designated e-filing system, distinctly excluding submissions via fax or email. This system has been sanctioned by both county and state authorities to facilitate the exchange of e-filing submissions between users and the Court. To enhance user experience, we have developed a streamlined e-filing interface that allows for quick and simple submissions on a single screen. Additionally, we offer a variety of complimentary features, including PDF conversion, automatically file-stamped documents sent with acceptance notifications, case summary views, detailed activity reports ideal for client billing, and electronic service options. Beyond our e-filing services, we also provide personal service alternatives, such as process serving, email-to-e-file, physical document filing, and document pickup, available for an extra fee. This combination of e-filing and personal service options ensures that our clients have comprehensive solutions tailored to their legal needs.
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FileTime
With FileTime, you can effortlessly upload a wide range of documents, including scanned PDFs, and our advanced document converter will transform them into the required PDF format, alert you to any security features that might impede filing, adjust the document’s orientation if it does not meet standard size requirements, and eliminate problematic fill-in-the-blank codes from county forms that may lead to eFiling Manager errors. By using FileTime, you'll save precious time as you no longer need to manually convert your word processor files into PDFs. Additionally, our platform allows you to tailor multiple reports at your convenience, ensuring you include only the necessary data you need for your purposes. Once you've generated a report, you can easily export it to an Excel spreadsheet with just a click. Furthermore, our Platinum plan offers a monthly invoicing feature for your firm’s eFiling and eService submissions, streamlining the billing process and removing the need for monthly reconciliation of your submissions with credit card statements. This added convenience makes managing your firm's finances more efficient and less time-consuming.
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