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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8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
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CaseHUB
CaseHUB is a cloud-based enterprise case management platform developed by Quinte Financial Technologies to help financial institutions streamline complex case workflows, improve compliance oversight, and reduce operational risk. The platform is designed specifically for banks, credit unions, fintechs, and CUSOs that manage high-accountability processes requiring strict documentation, regulatory controls, and audit readiness. CaseHUB centralizes case operations into one policy-driven system that replaces disconnected tools, spreadsheets, and manual tracking methods with standardized workflows and automated process management. The platform embeds regulatory timelines, compliance checkpoints, structured documentation requirements, and workflow orchestration directly into daily operational processes to ensure consistency and accountability across teams. Users gain real-time visibility into case ownership, service-level agreements, workflow status, escalations, and operational outcomes through centralized dashboards and reporting tools. CaseHUB also supports audit and examiner readiness by maintaining structured records, centralized audit trails, and standardized process documentation for compliance review and stakeholder reporting. An embedded feature called ServiceDESK helps improve operational efficiency by enhancing workflow automation, adoption, service management, and performance visibility inside the platform. The platform is part of Quinte Financial Technologies’ broader focus on intelligent automation and cloud-based solutions for the financial services industry.
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Uptiq
Uptiq is an innovative platform that leverages artificial intelligence specifically for the financial services sector, empowering banks, credit unions, fintechs, wealth management firms, and alternative lenders to streamline intricate workflows, enhance decision-making processes, and modernize their operational frameworks through the implementation of intelligent, outcome-oriented AI agents designed for compliance within the financial realm. Its flagship offering, the Uptiq AI Workbench—also known as Qore—enables organizations to create, tailor, and launch specialized AI agents without the need for programming skills by utilizing low-code and no-code solutions, pre-made templates, and finance-specific expertise in areas such as lending, compliance, onboarding, underwriting, risk assessment, and wealth management, all seamlessly integrated with essential banking infrastructure, customer relationship management systems, and data platforms. These AI agents take on various responsibilities, including automating loan origination processes, extracting and validating documents, generating credit memos, facilitating digital account openings, conducting business analytics, and enhancing customer interactions, ultimately leading to increased efficiency and improved client experiences. Furthermore, by reducing the manual workload, Uptiq allows financial institutions to focus more on strategic initiatives that drive growth and innovation.
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