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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Focus your efforts on providing exceptional, data-driven care with Valant, the all-in-one EHR and practice management software designed exclusively for behavioral health practices of all sizes. Valant is built to help you spend less time on administrative tasks and more time providing quality care to individuals and groups.
Speed your process when you:
- Reduce documentation stress with a system that generates clinical narratives - practically completing your notes for you.
- Schedule 80+ built-in, reportable outcome measures to automatically send to patients before appointments through the MYIO Patient Portal.
- Have the system generate a coded charge when you record appointments.
- Automate your patient onboarding process and have intake packets waiting for patients to sign within their portal.
- Receive requests for services directly in your EHR, manage new patient inquiries, and get a data-driven match score with new patients.
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SimplePractice
SimplePractice provides an all-in-one EHR and practice management solution for health and wellness professionals, including therapists, dietitians, and counselors. The platform includes tools for scheduling, billing, documentation, and telehealth services, all within a HIPAA-compliant framework. With a focus on user-friendly design and comprehensive support, SimplePractice aims to simplify the operational aspects of private practices, allowing professionals to focus more on client care.
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LexWorkplace
LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows.
Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data.
Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.
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