Canopy B2B Case Studies & Customer Successes

Canopy logo

Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.

Case Studies

Showing 27 Canopy Customer Success Stories

search button

How AccountAbility, led by Melissa Laverty, transformed its operations with Canopy's all-in-one accounting software

AccountAbility logo

How Accountability Services leveraged Canopy for streamlined operations, boosted efficiency, and improved client satisfaction

Accountability Services logo

Alpine Mar CPA and Advisors' Success with Canopy

Alpine Mar logo

How they've streamlined data management and boosted their productivity with Canopy's automated features

Appletree Business Services logo

BookSmarts Tax & Accounting Services is a year-round small business accounting firm that used Canopy to provide real-time visibility into every project

BookSmarts Tax & Accounting Services logo

How Campbell & Co, a new CPA firm uses Canopy to streamline and scale operations

Campbell & Co logo

Centro Hispano Tax Clinic achieves 30% more clients served and 60% greater efficiency with Canopy

Centro Hispano Tax Clinic logo

CPM Advisory Group achieves streamlined organization and scalable growth with Canopy

CPM Advisory Group logo

Financial Harmony Tax Resolution achieves increased job satisfaction and streamlined tax resolution with Canopy

Financial Harmony Tax Resolution logo

First-Time Abatement secures $16,575 penalty relief for Brooke Bagelmeister with Canopy

How Harvest Accounting Firm leveraged Canopy Insights to revolutionize operations, enhance client service, and drive business growth

Harvest Accounting Firm logo

Hurwitz Tax Solutions reduces client paperwork anxiety and cuts case time by one-third with Canopy

Hurwitz Tax Solutions logo

Integrated Financial Group achieves 95% out-of-state client base with Canopy

Integrated Financial Group logo

Keith Jones, CPA achieves 75% faster tax resolution with Canopy

Keith Jones, CPA logo

How Little, Shaneyfelt, Marshall & Co. streamlined workflows and improved client experiences with Canopy

Little, Shaneyfelt, Marshall, & Co. logo

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

Nobles Bookkeeping logo

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

Northwest Tax Associates logo

OGC Associates achieves 30% revenue growth with Canopy

OGC Associates logo

Parakletos achieves $270K annual revenue gain, 4x client growth and 25 hours/week savings with Canopy

Parakletos logo

Schlabach Enterprises doubles business and maintains 95% client retention with Canopy

Schlabach Enterprises logo

How after extensive research and demo sessions, Canopy emerged as the clear winner

SMD Consulting & Accounting, LLC logo

How Employees Save 20 Hours a Week Using Canopy

TaxBee & Co logo

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

The ATA Group logo

Tower Financial Partners achieves a paperless practice and attracts millennial clients with Canopy

Tower Financial Partners logo

How Unity Business Advisors transformed client satisfaction and streamlined operations by integrating Canopy

Unity Business Advisors logo

We Legal, APC achieves simplified employee onboarding and streamlined tax resolution with Canopy

We Legal, APC logo

How Winthco Wealth Management streamlined operations, reduced administrative tasks, and enhanced client satisfaction using Canopy's all-in-one platform

Winthco Wealth Management logo

No matching case studies