"I like to keep everything in one place. Canopy is perfect for that." — Ralph Nelson, of Financial Harmony Tax Resolution Background Charlie hadn't filed a tax return in 20 years...
"Everyone is so computer savvy these days. When my clients sit down to fill out the survey on Canopy, it feels easier." — Lewis Hurwitz, of Hurwitz Tax Solutions. Background The...
"I’m able to spend more quality time with my clients. And because I’m more organized and the client has already been able to complete a lot of the paperwork through the client...
"Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there." — Robert Azar, of America's Choice Bookkeeping and Tax Services. ...
"The whole thing is just so easy to navigate, which makes it easy to train my staff — which is actually one of the main reasons I chose Canopy over the other software I tried."...
"My average tax res case takes 75% less time now, compared to before I started using Canopy." — Keith Jones, CPA Background Keith Jones, CPA, is a busy tax resolution expert and a...
“It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the...
"We log into Canopy in the morning and then when we log out in the afternoon, we're logging out of Canopy. We're literally using it as our workflow management with it throughout...
“It's the hub. So, if I want to see everything that we've committed to and what everyone's working on, I have one place to go.”—Chris Mossa, Founder and CEO Background CPM...
“We wouldn't have been able to do it this year without Canopy—we wouldn’t have been able to serve 615 people.” — Sherry Almquist, EA and director of Centro Hispano Tax Clinic...
“Canopy is that extra person in our department that really allows us to grease all the gears and make sure that everything is moving smoothly.” — Brielle Beard, head of the...
Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.
A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.
Jon Pryweller of Whitewater Group knows that remote work is crucial in today's work landscape. Whitewater Group was a runner-up in Canopy’s 2021...
Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit...
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