Blog | Industry News, Updates, & Features | Canopy

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

Case Studies

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

Case Studies

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

Case Studies

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

Case Studies

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

Case Studies

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

Case Studies

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