Case Study: The ATA Group achieves $10,000/month in recurring revenue with Canopy

The ATA Group Adding $10,000 in Monthly Recurring Revenue with Canopy

The ATA Group, a tax and accounting practice that handles books, payroll and strategic tax planning, was struggling to manage client communications and project tracking scattered across texts, emails and OneNote. To centralize workflows and avoid missed tasks, they turned to Canopy’s accounting workflow software.

Using Canopy to centralize communications, create Tasks and build repeatable workflows and custom services, The ATA Group cut turnaround times dramatically (entity setups that used to take about a month now finish in a week or less) and streamlined onboarding. As a direct result of implementing Canopy, the firm added $10,000 in monthly recurring revenue within a few months while increasing efficiency and faster document turnaround.

The ATA Group

James Faughtenberry