Case Study: OGC Associates achieves 30% revenue growth with Canopy

OGC Associates, Deerfield Beach, Florida Revenue has increased 30% thanks to Canopy

OGC Associates PA, a Deerfield Beach, Florida accounting firm serving the Brazilian community and international clients, faced time-consuming phone support, document-collection bottlenecks, and the need to scale remote services. To tackle these challenges, OGC adopted Canopy’s Client Portal and mobile app to centralize communication and give clients secure, on‑demand access to their information.

By using Canopy and gating portal access to VIP monthly clients, OGC centralized requests and workflows, cutting phone time by 95%, increasing monthly-paying clients by 60% in under a year, and boosting profits by 30%; 100% of their Brazil-based customers downloaded the Canopy app. Canopy’s cloud solution also improved international collaboration and helped OGC win Canopy’s 2021 Innovation Award.

OGC Associates

Nico Cardoso

Sales and Marketing Representative