Canopy B2B Case Studies & Customer Successes

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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

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AccountAbility achieves firm-wide efficiency and $50,000 in annual savings with Canopy

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Accountability Services achieves greater efficiency and client satisfaction with Canopy

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Alpine Mar CPA and Advisors achieves greater efficiency and client engagement with Canopy

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Appletree Business Services achieves faster tax season workflows with Canopy

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BookSmarts Tax & Accounting Services achieves streamlined workflow management and improved client experience with Canopy

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Campbell & Co achieves streamlined operations and scalable growth with Canopy

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Centro Hispano Tax Clinic achieves 30% more clients served and 60% greater efficiency with Canopy

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CPM Advisory Group achieves streamlined organization and scalable growth with Canopy

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Financial Harmony Tax Resolution achieves increased job satisfaction and streamlined tax resolution with Canopy

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First-Time Abatement secures $16,575 penalty relief for Brooke Bagelmeister with Canopy

Harvest Accounting Firm improves operational efficiency with Canopy Insights

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Hurwitz Tax Solutions reduces client paperwork anxiety and cuts case time by one-third with Canopy

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Integrated Financial Group achieves 95% out-of-state client base with Canopy

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Keith Jones, CPA achieves 75% faster tax resolution with Canopy

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Little, Shaneyfelt, Marshall & Co. modernizes workflow efficiency with Canopy

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Nobles Bookkeeping achieves 3x more tax resolution cases with Canopy's Transcripts tool

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Northwest Tax Associates achieves a faster, more secure, and more organized practice with Canopy

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OGC Associates achieves 30% revenue growth with Canopy

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Parakletos achieves $270K annual revenue gain, 4x client growth and 25 hours/week savings with Canopy

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Schlabach Enterprises doubles business and maintains 95% client retention with Canopy

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SMD Consulting & Accounting, LLC achieves greater efficiency and cost savings with Canopy

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TaxBee & Co achieves 20 hours saved per week with Canopy

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The ATA Group achieves $10,000/month in recurring revenue with Canopy

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Tower Financial Partners achieves a paperless practice and attracts millennial clients with Canopy

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Unity Business Advisors improves efficiency, communication, and work-life balance with Canopy

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We Legal, APC achieves simplified employee onboarding and streamlined tax resolution with Canopy

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Winthco Wealth Management achieves greater efficiency and scalability with Canopy

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