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

How AccountAbility, led by Melissa Laverty, transformed its operations with Canopy's all-in-one accounting software

AccountAbility, a Southern New Hampshire accounting firm led by Melissa Laverty, needed a better way to manage billing, client communication, time tracking, and document management across a patchwork of outdated tools. The firm was looking for a firm-wide operating system to reduce administrative work, improve efficiency, and support its remote operations.

Canopy provided an all-in-one platform with billing, a client portal, communication, and automation tools that replaced multiple disconnected systems. With Canopy, AccountAbility streamlined workflows, eliminated the need for a receptionist, and saved approximately $50,000 annually while improving team transparency and client experience.

AccountAbility

Melissa Laverty

Founding Partner