Brian Crofts

Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.

Founded in 2015 and built in Europe, Personio is the Intelligent HR Platform championing every side of HRs evolution. As work becomes more complex and HRs role more strategic, most technology still treats HR as one-dimensional. We see it differently. Trusted by over 16,000 customers managing more than 1 million employees globally, Personio is built for everything HR has become. We support organisations of all sizes and industries, but specialise in global companies with between 200 and 5000 employees. We connect Core HR, Talent, and Payroll in one intelligent platform. Our platform eliminates manual work through automation, adapts to multi-entity complexity with flexible workflows, and transforms people data into strategic insights with AI. Personio is built with deep European expertise, and were the only HR platform with native payroll in Germany—Europes most complex market. Plus we offer comprehensive apps to manage the entire employee lifecycle including recruiting, performance, compensation, and feedback. From implementation to everyday support, Personio is your partner from day one. We focus on the real challenges of HR and build with purposeful AI that amplifies the power of HR teams. We help organisations around the world unlock the power of their people.

We’re a small, smart team of digital marketing insiders. We bring you the diligence and experience of an agency, with none of the hassle and fluff. Just think of us as a seamless extension of your marketing team. We’ll keep the process light and let our deliverables do the talking.

Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.

Founded in 2015 and built in Europe, Personio is the Intelligent HR Platform championing every side of HRs evolution. As work becomes more complex and HRs role more strategic, most technology still treats HR as one-dimensional. We see it differently. Trusted by over 16,000 customers managing more than 1 million employees globally, Personio is built for everything HR has become. We support organisations of all sizes and industries, but specialise in global companies with between 200 and 5000 employees. We connect Core HR, Talent, and Payroll in one intelligent platform. Our platform eliminates manual work through automation, adapts to multi-entity complexity with flexible workflows, and transforms people data into strategic insights with AI. Personio is built with deep European expertise, and were the only HR platform with native payroll in Germany—Europes most complex market. Plus we offer comprehensive apps to manage the entire employee lifecycle including recruiting, performance, compensation, and feedback. From implementation to everyday support, Personio is your partner from day one. We focus on the real challenges of HR and build with purposeful AI that amplifies the power of HR teams. We help organisations around the world unlock the power of their people.

We’re a small, smart team of digital marketing insiders. We bring you the diligence and experience of an agency, with none of the hassle and fluff. Just think of us as a seamless extension of your marketing team. We’ll keep the process light and let our deliverables do the talking.