Blogs from Vivienne Chen

If you don’t want to pay for a dozen add-ons, you can switch to Canopy competitors that offer an all-in-one system. I tested the leading options and found the 11 best for 2025.

Knowing how to fire a client helps when a difficult partnership starts affecting your team’s pace. Here’s how you can manage the exit with a clear plan in 2025.

A client onboarding dashboard can speed up your clients’ launch or slow it down if it’s built poorly. Learn what to include and how to build yours in 2025.

Software for help desks can support your team with faster handoffs and clearer records, or lead to costly add-ons. Here are the top 41 platforms in 2025.

ManyRequests reviews highlight simple request tracking but mention limits with pricing and team seats. I tested it to see how it performs for agencies in 2025.

CRMs for accounting firms often miss steps like document control and client follow-up. I tested dozens and these are the top 13 tools for accounting workflows.