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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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.
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Coconote
Coconote is an advanced AI-powered note-taking application that efficiently converts lectures, meetings, videos, and documents into neatly organized notes, comprehensive transcripts, quizzes, flashcards, and even facilitates AI chat, with support for more than 100 languages. Users can easily record or upload various formats such as audio, video, documents, and YouTube links, and Coconote promptly transcribes and organizes this content into well-structured notes and summaries. The app boasts a variety of features, including the creation of quizzes and flashcards, an AI chat function that allows users to inquire about their notes, seamless synchronization across multiple devices, and the capability to handle a wide array of media types for uploads and recordings. Designed with the goal of enhancing study efficiency, the application eliminates the need for manual transcription or traditional note-taking methods. On mobile devices, Coconote allows users to capture lectures and generate study materials effortlessly while on the move. By automating the note-taking process, it empowers users to focus on understanding rather than writing, ultimately transforming raw input into refined educational resources. The innovative design of Coconote not only facilitates easier studying but also encourages more effective information retention.
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Rev
Rev is an Investigative Intelligence Platform built for legal, law enforcement, court reporting, and investigative workflows. The platform helps teams turn audio, video, documents, police reports, depositions, body cam footage, medical records, and case files into searchable and citable records. Rev combines AI transcription, human transcription, evidence analysis, document editing, image analysis, AI templates, clipping, and secure dictation. Users can ask direct questions across evidence files to identify contradictions, reconstruct timelines, find key moments, and support case preparation. Every AI-generated answer is tied back to the original record so teams can verify findings instead of relying on unsupported model output. Rev also helps users turn findings into memos, outlines, case summaries, motions, trial briefs, affidavits, and other legal work product. Its transcript editor allows teams to mark up testimony, create timestamped clips, and securely share evidence with trial teams. Rev emphasizes security with encryption, legal workflow controls, and a policy that uploaded data is not sold or used to train third-party LLMs. By combining transcription, evidence search, AI analysis, citations, secure collaboration, and legal drafting workflows, Rev helps investigative teams find critical facts faster.
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