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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ParrotNotes
ParrotNotes serves as an AI-driven note-taking solution designed for capturing discussions that a meeting bot cannot attend. Rather than joining video conferences, it records conversations happening in various settings, such as client meetings, site visits, workshops, and even informal chats in the hallway after formal discussions. The recordings are then transcribed and translated into over 99 languages, accommodating conversations that may change languages mid-sentence and featuring speaker identification. ParrotNotes not only summarizes these discussions but also extracts action items and produces 13 different insights. Sales teams can evaluate discovery calls using frameworks like MEDDIC, SPIN, or BANT, in addition to creating tailored summary templates. Users can easily inquire about any transcript using straightforward language, eliminating the need to rewind audio for specific information. Each note is fully searchable, automatically tagged, and can be shared via link or exported in formats like TXT, Markdown, DOCX, or PDF. Users have the option for audio to be automatically deleted, and rest assured, your data is never utilized for AI training purposes. A hosted MCP server links ParrotNotes with Claude and ChatGPT, enhancing its functionality. The application is accessible on iPhone, Android, and Mac, and users can begin with a free version to explore its capabilities. By offering such a comprehensive set of features, ParrotNotes significantly streamlines the process of documenting and analyzing conversations in diverse environments.
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Noter AI
Noter AI helps mobile users capture and revisit meetings, interviews and lectures. Available on iPhone, iPad and Android, it records in-person conversations or sends a meeting bot to Zoom, Microsoft Teams, Google Meet and Webex. Transcripts support 60+ languages, automatic language detection, speaker labels and audio-synced timestamps. Users can review summaries and action items, edit transcripts, ask questions across notes, translate notes into 18 languages, and export PDF, Word or plain text. Recording works offline; AI processing requires internet access. Data is encrypted in transit and at rest. USD subscriptions are $9.99/month or $69.99/year, with regional pricing and trial availability varying.
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