Case Study: Nobles Bookkeeping achieves 3x more tax resolution cases with Canopy's Transcripts tool

Nobles Bookkeeping 3x More Tax Resolution Cases with Canopy's Transcripts Tool

Nobles Bookkeeping, led by Sharise Nobles, faced the persistent headache of slow, error-prone IRS transcript retrieval through e-Services that ate up hours and constrained the firm’s ability to take on tax resolution work. To fix this, Nobles Bookkeeping turned to Canopy and began using Canopy’s Transcripts tool as part of its client management, tax, and bookkeeping suite.

Canopy’s Transcripts tool automates fast transcript pulls, stores and organizes documents, and integrates with client intake, eliminating repeated searches and manual downloads. As a result, Nobles Bookkeeping saves at least an hour per transcript, consolidated other software into Canopy, and scaled tax resolution capacity from a couple cases a year to a goal of two new cases every other month—about 3x more—improving profitability and allowing the firm to help more clients.

Nobles Bookkeeping

Sharise Nobles