How many browser tabs do you have open just to run your accounting firm? If you’re like most modern practitioners, the answer might be “far too many.” From time tracking to e-signatures, invoicing to document sharing, each separate function tends to live in its own app. This “app fatigue” frustrates staff, drives up costs, and forces everyone to juggle multiple logins and browser tabs.

In a recent Earmark Expo webinar hosted by Blake Oliver, CPA, and David Leary—featuring Michael Salmon from Canopy—this issue of app overload took center stage. The panel discussed how modern practice management solutions are helping firms consolidate key functions, such as document management, task workflows, and client communication, into a single, unified platform. By reducing the need to stitch together a half-dozen stand-alone apps, unified solutions promise to free practitioners from the headache of endless browser tabs—without sacrificing cloud-based systems’ flexibility.

Why Are Firms Drowning in Apps?

Over the last decade, cloud technology has been seen as the solution for any time, anywhere, access to client data. But the “cloud” itself splintered into multiple tools—one for e-signatures, one for time tracking, another for document storage, yet another for proposals, and so on.

“Cloud solutions are definitely more flexible, and they solved a lot of problems for firms,” Oliver explains. “But we lost that all-in-one simplicity that older desktop suites used to provide. Instead, we replaced those solutions with six or seven specialized apps that don’t always talk to each other.” The result is a hodgepodge of siloed systems, each with its own subscription cost and learning curve.

The Comeback of Unified Practice Management

The good news? After years of fragmentation, the pendulum is swinging back toward unified practice management. Modern, cloud-based platforms combine core firm functions—like workflow, document sharing, e-signatures, billing, and even specialized features such as IRS transcript downloads—into a single ecosystem. Rather than forcing staff to bounce between multiple browser tabs, these tools consolidate everything under one login.

Michael Salmon, Senior Solutions Consultant at Canopy, highlights how these new practice management solutions address app fatigue. “There’s a direct integration with your email and calendar, so you never have to leave the system to schedule meetings or attach emails to tasks,” he explains. “Tasks, time tracking, billing, document management, e-signature—they’re all under one roof. That way, you’re not paying for five or six different subscriptions, nor do you have staff re-entering data.”

An Inside Look at Modern Features

While these capabilities highlight how modern platforms unify daily workflows, the next step is understanding what it takes to implement such solutions—and whether the cost and transition effort truly pay off for your firm.

1. Integrated Email & Calendar
Instead of flipping between Outlook or Gmail and your tasks, modern platforms pull your mailbox and calendar into the same screen. You can attach an email thread to a specific client project @-mention colleagues for internal discussions or launch a timer for billable work right from the email. This not only keeps all client communication in one place but also streamlines collaboration when multiple team members touch the same client.

2. Document Management & Client Portals
A single repository for all client documents—complete with clear privacy controls—removes the need for separate internal and external storage systems. “One of the biggest pain points we solved was having to create separate folder structures just to hide files from the client,” says Salmon. “Now you can mark an item as ‘visible’ or ‘private’ and keep everything in one folder. Clients can log into a custom-branded portal, see just the documents you’ve shared, sign them electronically, or upload files using the same portal.”

3. Workflow & Task Automation
Teams can create repeatable templates for engagements like 1040 prep or monthly bookkeeping. Each step in the process—requesting bank statements, reconciling accounts, and final reviews—can be built into a template with clear deadlines and staff assignments. Automated triggers (e.g., “Once the 1065 task is completed, create a 1040 task”) mean fewer manual handoffs and status-check emails. “It’s about letting the system manage the process so you can focus on the client,” Salmon notes.

4. Time Tracking & Billing
Time spent on tasks can be tracked through start-stop timers or recorded after the fact. Integrated billing converts that tracked time into invoices, which can be sent to the same portal for client payment. Because everything is connected, you reduce data entry and gain real-time visibility into WIP, outstanding invoices, and staff performance.

5. Tax Resolution & Specialized Tools
Firms looking to expand into more profitable services—such as tax resolution—can benefit from integrated modules that retrieve IRS transcripts and notices. “You can pull a client’s transcripts without leaving the platform, identify issues, generate forms, and keep everything organized with the rest of your workflow,” says Salmon. This single login for tax controversy work, e-signatures, and billing cuts down on even more overhead.

6. AI-Powered Assistance
Many modern solutions now embed AI to handle repetitive tasks and speed up communications. For example, you can draft email responses to client questions based on context or generate custom live dashboards by simply typing a question (“Show me my top-billed clients this quarter”).

What About Cost and Implementation?

One concern is cost. While an all-in-one platform may carry a monthly subscription per user, many firms find they’re actually saving money by replacing half a dozen (or more) separate systems. “If you’re paying for e-sign, file storage, workflow, and a handful of other apps separately, switching to an all-in-one platform often consolidates spend. Plus, your staff only has to learn one solution,” Salmon says.

Implementation can take a few weeks or months, depending on how many modules a firm adopts and how many years of documents and client data must be migrated. Providers like Canopy typically offer implementation specialists to help firms with data imports, template setup, and staff training. “Nobody wants to feel overwhelmed during adoption,” Salmon admits. “But once your data and clients are in one system, the day-to-day efficiency gains make it worthwhile.”

The Future: Efficiency Without Fragmentation

Unified, cloud-based practice management software restores the simplicity that desktop-era systems once provided—while adding the flexibility, mobility, and real-time collaboration capabilities that modern firms demand. By eliminating the need for countless browser tabs and apps, staff can stay focused on delivering client value rather than wrestling with technology.

“We don’t even call it ‘cloud’ anymore,” Oliver points out. “This is just how firms operate now. The difference is you no longer have to build your own Frankenstein’s monster of apps. You can get back to an all-in-one ecosystem but built for the realities of today’s accounting practice.”

If you’re curious to see exactly how an integrated solution works in real-time—email, tasks, billing, client requests, e-signatures, and more—watch the full Earmark Expo webinar featuring a hands-on demo of Canopy. You’ll see firsthand how unifying key functions can dramatically reduce the friction that comes with managing 50 separate apps.