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Case Studies

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Canopy Helps Accounting Firm Improve Onboarding Processes

"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...

1/23/23 LEARN MORE
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Tax Clinic Able To Serve 30% More Clients Thanks To Canopy Donation

“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...

1/19/23 LEARN MORE
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Angie Lucas: Client Success through Canopy

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

11/21/22 LEARN MORE
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Shreeve Landry CPA: Experiencing Growth through Challenge

A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.

11/16/22 LEARN MORE
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Whitewater Group: Working Remotely is Easy With Cloud 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 Innovation Summit contest. Learn...

3/14/22 LEARN MORE
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Berg Advisors: Enjoy a Paperless Accounting Firm With The Right...

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 contest. Learn more about their...

3/14/22 LEARN MORE
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OGC Associates PA: Put Your Clients’ Needs First and Increase Revenue

Based in Florida, OGC Associates PA specializes in accounting and tax preparation services with a focus on the Brazilian community in the area. They...

10/01/24 LEARN MORE
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Schlabach Enterprises Inc.: Maintain Quality of Work When Key Staff...

Steven Wik of Schlabach Enterprises Inc. says Canopy helped their accounting firm grow and eventually double their business.

10/01/24 LEARN MORE
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Tower Financial Partners: Using Canopy to Attract Millennial Clients

We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.

10/01/24 LEARN MORE
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The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.

10/01/24 LEARN MORE

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