Manage clients, documents, and invoices while automating your tax or accounting practice. Features include a CRM, quick messaging, secure document storage, and invoicing capabilities. It offers bank-level security for all your data.




6+ similar apps compared and reviewed
Whether you want more options like Canopy or a completely different take on the same concept, our curated list of 6+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.




Manage clients, documents, and invoices while automating your tax or accounting practice. Features include a CRM, quick messaging, secure document storage, and invoicing capabilities. It offers bank-level security for all your data.



Enhance your event experience with this official companion app. Personalize your schedule, navigate the venue, engage in interactive games, and connect with other attendees. Discover sponsors and make the most of your event.



Access all your Thomson Reuters event information in one place. Engage with personalized agendas, session materials, speaker details, and connect with other attendees through messaging, polling, and Q&A.


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This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.


Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.