Products

Fluent Forms is the fastest lightweight form builder plugin for WordPress. It is powered by 45+ integrations, easy to understand features with drag and drop contact form builder. It has extensible custom options simplifying the lead generation process to meet your every need. Fluent Forms have advanced features that can help you create amazing forms. Notable features are: 50+ Input Fields Pre-built form templates Conversational forms with Google Maps address field Multi-step forms Conditional lo

Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other produc

eimmigration is the most comprehensive all-in-one immigration law software, case management software, and practice management software for modern legal professionals and firms of all sizes in the immigration space. The software is cloud-based, maintains a fast intuitive UI, comes with a responsive and knowledgeable support team, and offers the most functionality in the industry, including: Immigration-specific Case Management, CRM + Client Management, Robust Forms Management with Cerenade’s prop

Ensora Mental Health (formerly TheraNest) software allows you to manage and grow your practice with comprehensive therapy notes, storage for your files and documents, a client portal for intake forms and appointments, secure access, and billing.

Autodesk 3ds Max Design is a professional 3D modeling, rendering, and animation software tailored for architects, designers, and visualization specialists. It enables users to create detailed and realistic visualizations of architectural designs, engineering projects, and other complex structures, facilitating effective communication of design intent and exploration of creative concepts. Key Features and Functionality: - Advanced 3D Modeling: Offers an extensive polygon modeling and texturing

Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.

Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers,

With more than 190,000 happy clients, Mouseflow is the behavior analytics platform of choice for digital marketers, Product & UX professionals on startups and enterprises across the world. Mouseflow lets you record all your website visits, not a fraction of them. It also allows you to instantly-build 6 types of heatmaps on all your pages, analyze funnels, forms, launch feedback campaigns and much more.

PreciseFP is a client engagement and data-gathering platform designed to streamline the workflows of financial advisors. By automating data collection and eliminating manual entry, it enhances operational efficiency, allowing advisors to focus more on client relationships and financial strategies. The platform offers tools for risk tolerance assessments, workflow automation, KYC compliance, and seamless client data transfers. It integrates with leading CRMs like Redtail, Wealthbox, and Salesforc

FormDr gives your business everything needed to easily send and receive HIPAA-compliant forms online. Send clients your forms to fill out on their phone, tablet, or computer. Clients securely sign and submit completed forms directly to your account. Track your clients progress, send automated reminders, and receive completed forms online, before the appointment.

Clio Grow is a cloud-based client intake and legal client relationship management (CRM) software designed to transform how law firms attract, retain, and manage prospective clients. By automating and streamlining the client intake process, Clio Grow enables legal professionals to deliver personalized and efficient client experiences, reducing administrative overhead and enhancing firm productivity. Key Features and Functionality: - Client Relationship Management (CRM): Organize and track poten

Sniply is a link management tool that empowers users to overlay custom call-to-action (CTA) messages onto any web page they share. By shortening URLs and embedding personalized CTAs, Sniply enables individuals and businesses to drive conversions and engagement from curated content. Key Features and Functionality: - Custom URL Shortener: Generate branded short links that incorporate your own domain, enhancing brand visibility and trust. - Call-to-Action Integration: Add customizable CTAs—such

The only professional tax software with built-in tax advisory insights for your clients. ProConnect is more than just taxes-way more. It's powerful software that will streamline and automate your pro-tax workflow. It will also elevate your productivity and efficiency with over 21,000 critical diagnostics, more than 5,700 forms, remote collaboration, bank-level encryption, and built-in tax advisory insights. It's a game changer.

Process Street is a Compliance Operations Platform that helps teams turn policies into automated, audit-ready workflows. It combines three essential layers: a document management system for controlling SOPs and policies, a no code workflow engine for structured task execution, and an embedded AI agent that monitors activity in real time, flags risks, and enforces compliance. Built for operations and compliance leaders, the platform replaces manual oversight with visibility, control, and proof. T

Attorneys from small to medium law firms and area of practices will enjoy TimeSolv Legal's robust features while performing the critical client billing activities.

PaperTrail is a comprehensive electronic document management system (EDMS) designed to streamline business processes by automating document storage, retrieval, and workflow management. It offers a secure, centralized repository accessible from anywhere, enabling efficient organization and sharing of electronic and scanned documents among employees and clients. With flexible folder structures and collaboration features, PaperTrail enhances productivity and ensures compliance with regulatory stand

Docusign for Real Estate is a comprehensive digital transaction management platform tailored for real estate professionals, including agents and brokers. It streamlines the entire transaction process by integrating electronic signatures, document management, and compliance tracking into a unified, cloud-based workspace. This solution enables users to manage and execute real estate agreements efficiently from virtually anywhere, enhancing productivity and client satisfaction. Key Features and Fu

Marketing Star is a DIY, pay-as-you-go multichannel marketing solution that enables marketers to drive customer engagement across six channels—email, SMS, WhatsApp, landing pages, QR codes, and forms—through one single interface. Marketing Star is designed to make multichannel marketing accessible and measurable for SMB marketers. It minimizes the effort required to create, deploy, and analyze campaigns across multiple channels. - Users can easily create single-blast campaigns and complex

Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

Rightworks is the only intelligent cloud provider offering a unified portfolio of advanced technology solutions purpose-built for accounting firms and professionals. Our customers partner with Rightworks to modernize and elevate their firms, protect client data, and maximize revenue potential. Optimize your firm’s technology, onboard new employees or new offices in minutes, and enjoy on-demand application access to achieve maximum efficiency and profitability. Using our intelligent cloud plat