Compare ATOM vs. ClientTable

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.

Proton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners. With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage: - Real-time collaboration with Proton Docs - Granular sharing controls for external and internal access - File recovery for peace of mind - Cross-device access, including Windows, macOS, iOS, and Android We also help you meet compliance requirements out of the box. Proton Drive supports: - GDPR, HIPAA, DORA, NIS2, and ISO 27001 - Independently audited SOC 2 Type II compliance - No complex setup or third-party integrations required. By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

LogicalDOC empowers organizations all over the globe to take complete control of their document management. This premier document management system (DMS), which focuses on business process automation and quick content retrieval, allows teams to create, collaborate and manage large volumes of documents. It also stores valuable company data in one central repository. The system features include drag-and-drop document uploads, forms management, optical characters recognition (OCR), duplicate detection and barcode recognition, event logs, document archiving and integrated document workflow. Schedule a free, no obligation, one-on-one demo today.

Fax.Cloud is a secure cloud fax solution built for organizations that must meet strict compliance standards. It offers encrypted, point-to-point online faxing with confirmed delivery and detailed audit trails for just 2¢ CAD per page. Fax.Cloud supports PIPEDA, HIPAA, and SOC2 requirements while avoiding common email risks like spam filtering, wrong recipients, and lost messages. Users can send and receive faxes from a web portal, email, desktop, or mobile device with no phone lines or hardware required. Teams can be set up in minutes with user permissions, notifications, and centralized document management. Local and toll-free numbers make it easy to scale as your business grows. Upgrade to secure cloud faxing today.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

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. Start a free trial or request a demo today!

SDS Manager is a premier provider of SDS Management solutions, featuring one of the world’s largest SDS databases with over 14 million Safety Data Sheets in 25 languages. With SDS Manager, employees can access essential SDS information directly from their mobile devices by simply scanning QR code posters in work areas where chemicals are used. This seamless mobile access promotes both safety and regulatory compliance. Our automated data extraction feature lets you effortlessly add SDS files to your library without any manual typing, significantly improving accuracy and streamlining SDS management. Keep your SDS library updated, organized, and ready for quick access in a secure cloud environment.