One place for your team and your clients, at one price
Chat, calls, client portals, booking and a help desk, at one price per person. Pick your field to compare features and costs.
Accounting & tax
Client portals that chase the documents, team chat, calls and booking.
Karbon · Canopy · Financial Cents · TaxDome · Slack or Microsoft TeamsLaw
A private space per client, co-counsel channels and intake booking.
Clio · MyCase · PracticePanther · Smokeball · Microsoft Teams or SlackIT services & MSPs
Team chat and voice, client spaces, QBR booking and a ticket queue.
ConnectWise PSA · Autotask PSA · HaloPSA · SuperOps · Microsoft Teams or SlackConsulting & professional services
A space per engagement, workshops on video and partner-firm channels.
Moxo · Assembly · SuiteDash · Accelo · BonsaiMarketing & creative agencies
Client feedback, files and sign-offs in one space per client.
Teamwork.com · Productive · Basecamp · HoneyBook · SlackArchitecture & engineering
Project channels shared with consultants and a space per client.
Deltek · BQE CORE · Monograph · Newforma · BluebeamReal estate
Agent channels, client spaces and a channel with title and lending.
Follow Up Boss · BoldTrail · Lofty · SkySlope · dotloopInsurance agencies
Renewal documents per client, review calls and an agency help desk.
Applied Epic · Vertafore AMS360 · HawkSoft · EZLynx · Slack or Microsoft Teams
Our promise: we never sell or share your data or your clients' data, and there are no ads or trackers. Every workspace is encrypted at rest with its own key (encrypted on our servers, not end-to-end). The privacy promise · Security
Not sure where your firm fits?
Bring the tools you pay for today and we'll plan the move together. Book a time with Cody, start free, or see pricing.