Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and …

Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign …

eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive …

Zywave is a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry. The company’s products include web-enabled marketing communications, business intelligence and analytics, client resource portals and agency …

Commusoft is an all-in-one job management software designed for field service businesses in the UK, US, and Canada. They help streamline operations with web-based and mobile solutions, focusing on customer …

GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which …

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning …

ProspectSoft is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B. As the official “Stock-Aware CRM”, Prospect CRM …

Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. They work with firm professionals in the specialties of tax, accounting …

Content Snare is organized content and document collection without the mind-numbing back and forth emails, messy hacked-together systems and confusing shared docs. It's like a checklist for your clients with …

Arrows is a customer onboarding checklist. Send every customer a personalized onboarding plan, with automated email reminders, due dates, assigned tasks, and a lot more. Guide your customer accounts to …

TOPS Software helps community association management professionals save time and effort in managing condominiums and homeowners associations. TOPS technology empowers management companies to focus on growing their business and delighting …

Ensora Health partners with mental, behavioral, and rehabilitative therapy practices to remove administrative complexity and strengthen long-term success. They support over 200,000 providers and 28,000 practices, helping teams spend less …

Obsessed with making great technology while developing incredible long-term relationships with customers, Pathify remains hyper-focused on creating stellar experiences across the entire student lifecycle - from prospect to alumni. Delivering …

Double has everything firms need to communicate with clients, catch coding errors, manage receipts, and streamline their workflows - all in one place. Powered by a 2-way sync with QuickBooks …