Case Study: Northwest Tax Associates achieves a faster, more secure, and more organized practice with Canopy

Northwest Tax Associates Faster and More Secure with Canopy

Northwest Tax Associates, led by Peter Mar, needed a better way to secure client data and streamline disorganized document intake—clients were sending faxes, mail, and unsecured email attachments. They selected Canopy for its client portal and related practice-management tools to centralize file transfers and tighten security.

Canopy implemented a client portal and automated client surveys that moved intake online, reduced paperwork, and improved communication. As a result, Northwest Tax Associates became more organized and secure, saved time on client onboarding, and now spends higher-quality, more efficient time with clients thanks to Canopy’s tools.

Northwest Tax Associates

Peter Mar

Northwest Tax Associates