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What is Workvivo?
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
Read more about WorkvivoWorkvivo offers custom pricing plan

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What is Dashpivot?
Dashpivot is a SaaS product that simplifies document workflow tracking. It enables users to customize their forms and tags to streamline information into functions, projects, teams, and more. Get intelligent data-driven analytics in real-time and generate documents in minutes, both in CSV and ...
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Servoy
Efficiently build robust business apps with ease.
Best for: SMB teams · Mid-market · Enterprise
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What is Servoy?
Servoy is a Rapid Application Development platform for building and deploying complex business applications. Its low-code approach balances speed with customization, and the Appsurance program provides access to a dedicated team to support the most challenging software projects.
Read more about Servoy9.2
SpotScore
Aiwyn
Revenue automation platform for accounting firms — faster billing and collections
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What is Aiwyn?
Aiwyn is a revenue automation platform built exclusively for accounting firms, automating the billing, collections, and cash flow processes that consume partner and admin time. It connects to existing practice management software (Thomson Reuters, CCH, Canopy) to automate invoice generation, ...
Read more about AiwynStarts from Custompaid when % of collected revenue
9.0
SpotScore
Canopy
All-in-one practice management platform for accounting firms and tax professionals
Best for: SMB teams
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What is Canopy?
Canopy is an all-in-one practice management platform designed specifically for accounting firms and tax professionals. It combines client management, document storage, tax resolution tools, time & billing, workflow automation, and a client portal into a single platform — replacing the patchwork ...
Read more about CanopyStarts from $49paid when per user/month add-on

Canopy
Simplify Accounting Practice Management with Canopy
Best for: SMB teams · Mid-market · Enterprise
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What is Canopy ?
Canopy is a cloud-based accounting practice management platform that centralizes client management, time and billing, document management, and tax resolution for accounting, tax, and bookkeeping firms. It lets firms send proposals, accept payments, and manage workflows from one login, with ...
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Zoho Practice
Transforming accounting operations, empowering excellence in every task.
Best for: SMB teams · Mid-market · Enterprise
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What is Zoho Practice?
Unlock your practice's full potential with Zoho Practice - the leading practice management software that revolutionizes accounting operations. Say goodbye to the complexities of traditional accounting systems and welcome a seamless, efficient workflow that empowers accountants to excel. Zoho ...
Read more about Zoho PracticeZoho Practice offers custom pricing plan

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What is Financial Cents?
Experience seamless financial management with Financial Cents, the ultimate solution for streamlining your accounting workflows. Gone are the days of struggling to keep track of work statuses across multiple platforms - Financial Cents provides a centralized view of all your tasks in one ...
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CPACharge
Streamline payments and elevate your business.
Best for: SMB teams · Mid-market · Enterprise
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What is CPACharge?
Introducing CPACharge, the premier payment platform tailored for CPA professionals. With CPA Credit Card Processing at its core, CPACharge offers a seamless online payment solution designed specifically for accounting firms. Say goodbye to clunky equipment and swiping cards - now you can ...
Read more about CPAChargeCPACharge offers custom pricing plan

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What is Ageras?
Introducing Ageras: Your Trusted Partner in Connecting with Accounting Experts Embark on a seamless journey to find the perfect accountant with Ageras, where business owners and individuals entrust us to match them with top-tier financial professionals. Our vast network spans nationwide, ...
Read more about AgerasAgeras offers custom pricing plan

Thomson Reuters Onvio
Transform your financial tasks with cloud-based efficiency.
Best for: SMB teams · Mid-market · Enterprise
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What is Thomson Reuters Onvio?
Revolutionize your tax and accounting operations with Thomson Reuters Onvio, the cutting-edge cloud-based software solution designed to streamline your financial tasks. With Onvio, you can effortlessly prepare and file tax returns, oversee firm management, and provide expert advice to clients - ...
Read more about Thomson Reuters OnvioThomson Reuters Onvio offers custom pricing plan

Panalitix
Transforming accountants into trusted advisors.
Best for: SMB teams · Mid-market · Enterprise
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What is Panalitix?
Panalitix provides accounting firms with software, content, and services to build structured advisory practices beyond compliance work. It gives accountants tools to assess client businesses, develop advisory offerings, and deliver structured programs to grow revenue per client.
Read more about PanalitixPanalitix offers custom pricing plan
