1. 🤝 zoominfo prioritizes ideal client segments and buyer intent data so accounting firms can build a predictable pipeline and profitably grow their advisory services.
2. 🤝 Dealfront automates website visitor identification and lead enrichment so firm owners identify high-intent prospects, build a predictable sales pipeline, and grow advisory revenue.
3. ⚡ Hume AI powers empathic voice interfaces for client support so firms deliver more personalized, human-like responses while maintaining high-volume communication across all digital channels.
4. ⚡ Windsor ai consolidates cross-channel data into live dashboards so firm owners eliminate manual Excel reconciliation and provide clients with proactive, data-backed advisory insights.
5. 🧾 Shoeboxed automates receipt scanning and expense categorization so accounting firms eliminate manual data entry, reduce errors, and gain accurate, auditable client expense records.
6. 🤝 Softr builds secure, no-code client portals and live dashboards to automate client document collection, eliminating version chaos and freeing capacity for advisory.
It was 87 pages. W-2s. Bank statements. A 2019 grocery receipt. Six copies of the same 1099.
All in one unholy PDF named "tax stuff final."
I used to spend an hour splitting these apart. Renaming. Sorting. Double-checking I didn't miss anything buried on page 73.
That's not accounting. That's unpaid IT work.
I switched to Canopy. Now? The AI rips the PDF apart.
Matches each doc to my checklist. Renames them using my firm's naming rules.
I didn't touch anything.
Stop sorting. Start working. Use Canopy.