Case Study: Integrated Financial Group achieves 95% out-of-state client base with Canopy

Integrated Financial Group Accounting Firm Attracts 95% of Clients From Out of State

Integrated Financial Group, a Michigan-registered accounting firm that relocated to Tennessee to focus on real estate professionals, faced the challenge of shifting from local, in-person tax work to a remote, niche practice while maintaining strong client communication and scalable workflows. To centralize operations and support a nationwide client base, Integrated Financial Group adopted Canopy as its practice management and client portal solution.

Canopy became the firm’s hub for workflow, document storage, client communication, tasks and templates; since signing three years ago Integrated Financial Group has uploaded more than 20,000 files, created 15,810 tasks, and now serves 300+ clients with about 95% located outside Michigan. By standardizing processes and enabling remote hiring and service delivery, Canopy helped IFG expand into the Franklin/Nashville market and sustain high-touch client relationships at scale.

Integrated Financial Group

Shawn Flattery