Case Study: Little, Shaneyfelt, Marshall & Co. modernizes workflow efficiency with Canopy

How Little, Shaneyfelt, Marshall & Co. streamlined workflows and improved client experiences with Canopy

Little, Shaneyfelt, Marshall, & Co. (LSM), an accounting firm in Little Rock, Arkansas, needed to modernize its outdated, fragmented workflow as the business changed hands and its client base grew. Before adopting Canopy, the firm was juggling disconnected tools for tax, audit, document storage, and workflow management, which created inefficiencies and made it harder to stay organized.

Canopy helped LSM centralize client information, document storage, and workflows in a single platform, with integrations such as ODrive easing the transition from older systems. Since implementing Canopy, the firm has sped up task completion, eliminated information scavenger hunts, improved collaboration, and created a smoother client experience, with comprehensive training helping staff adopt the system quickly.

Little, Shaneyfelt, Marshall, & Co.

Aaron Shaneyfelt

Ownership