Case Study: Centro Hispano Tax Clinic serves 30% more clients with Canopy

Centro Hispano Tax Clinic serves 30% more clients with Canopy

Centro Hispano Tax Clinic, a non-profit serving low-income Latino individuals, faced the immense challenge of managing a high volume of complex tax resolution cases for its community with only two full-time staff members. The COVID-19 pandemic further exacerbated their difficulties with new tax issues and remote work complications. The clinic needed a solution to increase efficiency and organization, which they found with the vendor Canopy and its practice management software.

Canopy provided its services free of charge, implementing a centralized platform for document storage, client notes, and task management. This solution dramatically improved inter-office communication and organization. As a result, the clinic's efficiency increased by 60%, saving 40% more time. Most significantly, Canopy enabled Centro Hispano to serve 30% more clients, helping over 615 people in a single year—a feat that would have been impossible without the software.

Centro Hispano Tax Clinic