Case Study: Manzelli Consulting achieves under-90-second client doc review with Juno and Canopy

Manzelli Consulting gets client docs review-ready in under 90 seconds with Juno

Manzelli Consulting, a boutique tax firm, faced significant challenges with the time-consuming and manual process of chasing client documents and re-keying data into their tax preparation software, which created inefficiency in their workflow.

By implementing the integration between Juno and Canopy, the firm automated the syncing and reading of client documents. The solution from Juno resulted in documents becoming review-ready in under 90 seconds and allowed the firm to prep 90% of a new client's return from an IRS transcript, drastically reducing manual data entry and document chasing.

Manzelli Consulting