LinkedIn
Facebook
Youtube
X
Visit WebsiteHow AccountAbility, led by Melissa Laverty, transformed its operations with Canopy's all-in-one accounting software
AccountAbility
Melissa Laverty
Founding Partner
Canopy
Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.
Case Studies
Showing 27 Canopy Customer Success Stories
How Accountability Services leveraged Canopy for streamlined operations, boosted efficiency, and improved client satisfaction
Accountability Services
Lera Kooper
Chief Business Development Officer
Alpine Mar CPA and Advisors' Success with Canopy
Alpine Mar
Pablo Martell
CPA, Managing Partner
How they've streamlined data management and boosted their productivity with Canopy's automated features
Appletree Business Services
Patrick Dichter
Owner
BookSmarts Tax & Accounting Services is a year-round small business accounting firm that used Canopy to provide real-time visibility into every project
BookSmarts Tax & Accounting Services
How Campbell & Co, a new CPA firm uses Canopy to streamline and scale operations
Campbell & Co
Dale Campbell
Utah Tax Clinic Able To Serve 30% More Clients Thanks To Canopy Donation
Centro Hispano Tax Clinic
Sherry Almquist
EA and Director of Centro Hispano Tax Clinic
The firm’s organization methods have improved drastically since implementing Canopy
CPM Advisory Group
Chris Mossa
Founder and CEO
Financial Harmony Tax Resolution Increased Job Satisfaction with Canopy
Financial Harmony Tax Resolution
Ralph Nelson
Tax Resolution Specialist
First-Time Abatement - Customer Case Study
First-Time Abatement
Brooke Bagelmeister
First-Time Abatement
How Harvest Accounting Firm leveraged Canopy Insights to revolutionize operations, enhance client service, and drive business growth
Harvest Accounting Firm
Eric A. Bonney
Managing Shareholder
Canopy’s Collections Workflow Reduces Paperwork Anxiety
Hurwitz Tax Solutions
Lewis Hurwitz
Owner
Integrated Financial Group Accounting Firm Attracts 95% of Clients From Out of State
Integrated Financial Group
Shawn Flattery
How Canopy is the perfect software solution for making his expanding practice run more smoothly
Keith Jones, CPA
Keith Jones
Tax Eesolution Expert
How Little, Shaneyfelt, Marshall & Co. streamlined workflows and improved client experiences with Canopy
Little, Shaneyfelt, Marshall, & Co.
Aaron Shaneyfelt
Ownership
Nobles Bookkeeping 3x More Tax Resolution Cases with Canopy's Transcripts Tool
Nobles Bookkeeping
Sharise Nobles
Northwest Tax Associates Faster and More Secure with Canopy
Northwest Tax Associates
Peter Mar
Northwest Tax Associates
OGC Associates, Deerfield Beach, Florida Revenue has increased 30% thanks to Canopy
OGC Associates
Nico Cardoso
Sales and Marketing Representative
How Parakletos Bookkeeping Increased Profits By $270K and Cut Hours
Parakletos
Brielle Beard
Head of the Bookkeeping Team
Maintain Quality of Work When Key Staff Leave
Schlabach Enterprises
Steven Wik
Schlabach Enterprises
How after extensive research and demo sessions, Canopy emerged as the clear winner
SMD Consulting & Accounting, LLC
Sean M. Duncan
President and CPA
How Employees Save 20 Hours a Week Using Canopy
TaxBee & Co
Bianca Ferguson
Founder
The ATA Group Adding $10,000 in Monthly Recurring Revenue with Canopy
The ATA Group
James Faughtenberry
Tower Financial Partners Using Canopy to Attract Millennial Clients
Tower Financial Partners
Caitlin Campbell
EA and Owner
How Unity Business Advisors transformed client satisfaction and streamlined operations by integrating Canopy
Unity Business Advisors
Prince Rataul
Chief Technology Officer
We Legal, APC Canopy’s Intuitive Interface Makes Employee Onboarding Easy
We Legal, APC
Emilia McAfee
Tax Attorney
How Winthco Wealth Management streamlined operations, reduced administrative tasks, and enhanced client satisfaction using Canopy's all-in-one platform
Winthco Wealth Management
Joey Jacobs
Office Manager
No matching case studies
