9.6
SpotScore

ShareFile
Effortless file-sharing and security in one place.
Best for: SMB teams · Mid-market · Enterprise
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What is ShareFile?
With ShareFile's all-inclusive document management software anyone can easily sync, share and protect all files, from anywhere. ShareFile allows seamless integration into any process that requires file sharing, from B2B to remote worker collaboration. With a simple interface and powerful ...
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What is SmartVault?
SmartVault is cloud content collaboration software designed for small-to-medium companies. SmartVault provides secure, seamless access to important digital documents on any device. This easy to use software give organization the confidence to collaborate on devices they choose, when they ...
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What is Quatrix?
Quatrix is cloud content collaboration software that creates curated archives of corporate data at lightning speed. Quatrix automatically transforms thousands of files containing millions of words into easily understood knowledge, saving hours or even weeks of tedious manual effort. Built on ...
Read more about QuatrixQuatrix offers custom pricing plan

MyDocsOnline
Efficient collaboration, secure documents, effortless productivity.
Best for: SMB teams · Mid-market · Enterprise
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What is MyDocsOnline?
MyDocsOnline cloud content collaboration software helps small to mid-sized law firms build and maintain a secure, efficient, and up to date document management system. It is an integrated cloud platform that enables attorneys and staff to work from any device, anywhere. From the simple ability ...
Read more about MyDocsOnline9.2
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 ...
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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


