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User Stories

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Tower Financial Partners: Using Canopy to Attract Millennial Clients

12/10/20 LEARN MORE
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The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

12/10/20 LEARN MORE
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Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

The volume of paperwork that goes with tax resolution can put a strain on client relationships—especially when they’re already being bombarded and overwhelmed by the IRS. But...

12/03/20 LEARN MORE
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Keith Jones, CPA: An All-In-One Software Solution

Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...

11/28/20 LEARN MORE
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Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...

11/28/20 LEARN MORE
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Financial Harmony Tax Resolution: Increased Job Satisfaction With...

Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...

11/28/20 LEARN MORE
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Northwest Tax Associates: Faster and More Secure with Canopy

Peter Mar of Northwest Tax Associates needed a better way to manage his tax practice. Security for his clients was his first concern, but there were a dozen other little...

11/28/20 LEARN MORE
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America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

11/28/20 LEARN MORE
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We Legal, APC: Canopy’s Intuitive Interface Makes Employee Onboarding...

Adopting new tax software can be an intimidating process. Updated technology can provide tons of benefits, but training your staff on the new system can be frustrating and...

11/28/20 LEARN MORE
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The ATA Group: Adding $3,500 in Monthly Recurring Revenue With Canopy

3/12/18 LEARN MORE
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Tower Financial Partners: Using Canopy to Attract Millennial Clients

2/08/18 LEARN MORE
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Keith Jones, CPA: An All-In-One Software Solution

Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...

10/06/17 LEARN MORE
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America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

5/16/17 LEARN MORE
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Northwest Tax Associates: Faster and More Secure with Canopy

2/28/17 LEARN MORE
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Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

1/20/17 LEARN MORE

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4.6 stars on G2.com

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4.5 stars on Capterra

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45 stars

4.5 stars on GetApp