Case Study: TaxBee & Co achieves 20 hours saved per week with Canopy

How Employees Save 20 Hours a Week Using Canopy

TaxBee & Co, founded by Bianca Ferguson, grew quickly and began struggling with disconnected tools, lost efficiency, and extra administrative work as it managed documents, tasks, billing, and tax prep across multiple platforms. The firm needed a better way to streamline operations while maintaining a client-centered experience, and turned to Canopy for help.

Canopy implemented a unified firm-wide operating system that brought document management, task tracking, billing, communication, and client access into one platform, with AI features and QuickBooks integration to simplify workflows. The results were significant: TaxBee & Co says Canopy saves 4 hours per day, or 20 hours per week, cuts Bianca’s time in half, reduced tax return turnaround from 14 days to near immediate, and helped the firm double capacity to 600+ tax returns annually.

TaxBee & Co

Bianca Ferguson

Founder