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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HR Partner is an all-inclusive, simple HR system for companies with 20 to 500+ employees.
With HR Partner, you can eliminate manual HR tasks. HR Partner allows employees to submit leave requests and they are automatically sent to their managers. HR Partner is smart and simple for both HR admins and employees to use.
It gives you everything you need to manage your HR processes and reduce the time spent on HR administration tasks.
HR Partner includes:
- Employee Records
One safe place to store contact data, files, reviews, assets, and more
- Leave Requests, Approvals & Accruals
An easy, transparent process for both employees and admin users
- Onboarding Checklists
Easily assign a checklist for new employees to check off, read, sign, upload or watch
- Recruitment and Applicant Tracking
Publish jobs and manage applicants with a Kanban tracking system
- Employee Portal
Empower employees by giving them the information and tools they need
- Electronic Signatures
Allow employees and job applicants to sign HR documents electronically
- Plus a Lot More
100's more features, including; timesheets, company files, org chart, and more.
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ATOM
Gone are the days of misplaced client files, allowing you to avoid wasting hours searching for disorganized folders. Client data is now systematically organized in a centralized location, which not only maximizes your team's efficiency but also enhances your company's profitability. You have the flexibility to tailor workflows according to your various business needs, whether it be for tax preparation, bookkeeping, IRS resolution, or financial planning. By opting for electronic storage, you’ll significantly cut down on paper and toner expenses, while also enabling swift access to client files for both your staff and clients with just a few clicks. This is more than just an ordinary Client Portal; ATOM goes beyond the basics of document exchange. Clients can also communicate through messages, schedule appointments, make payments, check the status of their tax returns, and much more—all conveniently from their mobile devices. With ATOM, you can securely keep documents and digital notes online, ensuring quick access from anywhere, anytime. This innovative approach not only streamlines operations but also fosters stronger client relationships by providing them with unparalleled accessibility and service.
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CCH ProSystem fx
The CCH® ProSystem fx® suite provides a comprehensive array of integrated tools for tax, accounting, audit, and workflow management, all within a single award-winning platform. By utilizing these cohesive tax and accounting solutions, firms can significantly boost their productivity and profitability. Developed by experts in tax and accounting research, CCH® ProSystem fx® is the preferred choice of many of the leading accounting firms and businesses in the country. This all-in-one solution not only enhances accuracy and efficiency but also strengthens client relationships, leading to new revenue opportunities. CCH® ProSystem fx® Tax is capable of managing various federal and state returns, features extensive electronic filing options, and automates the generation of computations and reports. Additionally, the suite improves operational workflow through integrated services such as document management, firm management, knowledge sharing, and client collaboration. It empowers mid to large-sized firms to streamline their processes and workflows, thereby increasing overall efficiency and effectiveness. Ultimately, the CCH® ProSystem fx® suite positions firms to adapt to the evolving landscape of tax and accounting while maximizing their potential for growth.
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