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

How Canopy is the perfect software solution for making his expanding practice run more smoothly

Keith Jones, CPA is a busy tax resolution specialist practicing in rural northwest Florida who is expanding into Jacksonville. To streamline day-to-day operations and cut the time spent on cases, he adopted Canopy, an all‑in‑one practice management and tax resolution software.

Canopy centralized his emailing, automated client reminders, secure file requests and task management so he can run his practice and coordinate remote reviewers from one platform. As a result, Keith reports his average tax resolution case now takes 75% less time, giving measurable efficiency gains and capacity to grow his practice with Canopy.

Keith Jones, CPA

Keith Jones

Tax Eesolution Expert