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Upic Solutions partners with nonprofit organizations to streamline operations, strengthen donor engagement, and maximize mission impact through innovative technology and expert services. With decades of experience serving nonprofit organizations nationwide, we provide integrated solutions that support fundraising, donor management, customer relationship management (CRM), payment processing, human resources, payroll and transaction processing, accounting services, financial operations, data services, and business process optimization.

Beyond technology, our team offers strategic consulting, implementation, training, and ongoing support to help organizations improve efficiency, make data-driven decisions, and better serve their communities. Whether organizations are modernizing legacy systems, improving financial and operational processes, or implementing new technology, Upic Solutions serves as a trusted partner, delivering practical, scalable solutions that enable nonprofits to focus on advancing their mission.

Cohoist is a refreshingly simple case management platform for nonprofits. Track clients, services and outcomes with clean intake, fast logging and funder-ready reports—without the clutter of traditional systems.

LiveImpact is a nonprofit CRM trusted by 10,000+ users. Manage programs, fundraising, volunteers, and events in one affordable platform. Pay only for the features you need.

Operations, strategy, and fiscal sustainability during challenging transitions and difficult policy climates.

Tax990 is a trusted e-filing solution built specifically for nonprofit organizations and the professionals who support them. Our platform streamlines the preparation, filing, and management of IRS Form 990 returns within one secure, easy-to-use system. With built-in error checks, live customer support, guided workflows, and numerous resources, Tax990 helps improve accuracy, save time, and ensure confidence in IRS compliance.

Fundraising/Philanthropy
Technology
Financial Services

Technology and CRM solutions for nonprofits, including financial grant tracking, case management, subgrantee submission portal, workflow automation, and operational systems designed to grow with organizations.

A Great Idea is your creative communications partner to grow, empower, and activate your advocates. — LGBTQ+-owned, award-winning brand team providing strategy, design, and development services.

Providing audit, tax and financial review services.