WaitWell provides organizations with a modern way to coordinate walk-in traffic and scheduled services through a secure, cloud-based queuing and appointment platform. Customers can join virtual queues or book appointments via QR codes, SMS, web links, kiosks, or by chatting with Waillo, an AI agent native to WaitWell that answers questions, explains services, and routes customers into the correct line using natural language. Customers receive live status updates and AI-driven wait time forecasts that reduce uncertainty.
WaitWell includes strong real-time reporting and operational dashboards. Waillo Insights builds on this foundation by enabling leaders to ask plain-language questions of their data to uncover service constraints, monitor performance trends, and refine staffing decisions. With real-time visibility, integrated payments, open APIs, and HIPAA and SOC 2 compliance, WaitWell supports scalable, efficient service delivery across locations.
Learn more
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
QLess
QLess is a specialist in appointment scheduling software and queue management.
Customers can use queue management software to allow them to wait anywhere they like - at home, at work, or even Starbucks – instead of in a crowded lobby. To begin, customers join a virtual queue online. Customers are provided with a wait time forecast and timely notifications as they move towards the front of the queue.
Customers can book an appointment using appointment scheduling software. You can also accept walk-ins when there are schedule openings. QLess automatically places customers in the virtual queue as they approach the appointment time. Interactive appointment scheduling software allows for bi-directional communication between your staff and customers. Customers can request additional time if they are running behind. If your office is late, your staff can notify customers.
Learn more
Richdesk
Richdesk offers a comprehensive software solution for help desk and asset management.
It enables efficient prioritization and assignment of tickets to the appropriate agents while streamlining ticket queues, allowing for the documentation of resolutions that promote knowledge sharing and enhance service quality. The platform empowers both staff and customers to find solutions independently through a guided workflow, online knowledge base, service catalog, and real-time resolution updates. Simplifying routine help desk operations, it automates tasks such as ticket triage, assignment of agents, team notifications, SLA alerts, as well as the use of ticket templates and canned responses. Users can upload, monitor, and manage various asset categories by using customizable configuration item styles, along with maintaining service history. The software also provides agents, teams, and customers with insightful statistics, allows for one-click exports from ticket queues and asset lists, and features an integrated dashboard with a report generator. With all essential service management capabilities consolidated in one platform, Richdesk also includes self-service portals designed to minimize repetitive inquiries. Moreover, its fully-integrated asset management system ensures seamless tracking and organization.
Learn more
