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

Canopy’s Collections Workflow Reduces Paperwork Anxiety

Hurwitz Tax Solutions, led by Lewis Hurwitz, faced a persistent client challenge: overwhelming stacks of paperwork during tax resolution that added stress to already anxious clients. To address this, Hurwitz Tax Solutions adopted Canopy’s collections workflow, using Canopy’s online client survey and client portal to replace dozens of separate forms with a single, guided digital intake.

Canopy’s solution automatically populates forms, performs calculations and analysis, and provides in-software guidance, cutting repetitive questions and phone follow-ups. According to Hurwitz, Canopy saves about a third of the time previously spent on each case, reduces client paperwork anxiety, and has helped the firm differentiate its service as it expands into the Petaluma market.

Hurwitz Tax Solutions

Lewis Hurwitz

Owner