Why Bynum CPA Trusts Canopy

Based in Murfreesboro, Tennessee, Bynum CPA serves over 1,000 clients with a mix of tax, bookkeeping, payroll, and high-net-worth planning services. After outgrowing Karbon, founder Wes Bynum made the switch to Canopy to streamline operations and support the firm’s rapid growth.

Today, his team uses Canopy for everything from billing and client onboarding to document sharing and custom workflows, creating a consistent, seamless experience for clients and staff alike.

“We set the tone with clients early. Canopy is how we do business.” — Wes Bynum

How Bynum CPA Uses Questionnaires to Streamline Client Onboarding & Entity Setup

For the Bynum CPA team, Canopy’s questionnaires have made a measurable difference in two of their high-complexity offerings: new entity formation and new client onboarding. 

“What I like about using questionnaires is that they organize all the information we need and present it clearly to the client. In the past, we’d just jot down answers on a legal pad during a meeting, which left a lot more room for error.” 

By using Canopy’s questionnaires, the Bynum CPA team ensures they receive accurate, complete data directly from the client. It also shifts responsibility for accuracy back to the client in a professional and traceable way.

Faster, Cleaner Entity Setup

Bynum CPA frequently assists clients with the legal formation of new entities, including LLCs and corporations. 

“We utilize questionnaires sent from within Canopy as a way to gather the client information necessary for us to go to our secretary of state, our department of revenue, the IRS for an EIN number—all those steps."

With the help of questionnaires, both clients and Bynum’s team enjoy a smoother process, reduced risk of clerical errors, and freed up time to use on more valuable work. At Bynum CPA, this use case comes up at least once a week, so the time (and stress!) savings are significant.

Consistent Processes That Build Trust Fast

The other key application for Canopy questionnaires at Bynum CPA is gathering client details during onboarding. 

Instead of relying on manual data entry or client interviews, Bynum’s team sends a customized questionnaire. 

This method not only reduces errors and effort, but also sets clear expectations with clients about how to work with Bynum CPA. 

“It’s much cleaner than jotting all that down… We’re really trying to maintain a culture where, when we onboard a new client, we utilize Canopy to push as much communication as possible through Canopy.” 

Bynum CPA Uses Custom Workflows to Stay Consistent & Scalable

Standardized workflows have become a core part of how the firm maintains quality, accountability, and speed. And they’re especially useful across recurring services like tax prep and bookkeeping. 

The team at Bynum CPA relies on fully customized workflows inside Canopy, built around their exact processes and service models. This tailored approach allows the firm to:

• Assign the right tasks to the right team members
• Automate routine actions like status updates and due date triggers
• Avoid missed steps during busy seasons

The result is a repeatable system that scales, especially as the team handles over 1,000 clients. 

Whether it’s onboarding a new monthly client or moving a tax return from prep to review to final delivery, every step lives in the same system, and every team member knows what’s next.

Bynum CPA Uses Canopy to Simplify Client Communication & Strengthen Relationships

For a firm handling over 1,000 clients, many of them remotely, Wes Bynum knew early on that clear communication and a consistent client process were key to keeping things running smoothly. That’s where Canopy’s all-in-one platform makes a noticeable difference.

“The client-facing side of Canopy is what matters most for us. It’s the foundation for how we onboard, share documents, and communicate—especially for clients who never step foot in our office.” 

One Portal, One Process 

Every Bynum CPA client starts using the Canopy portal on day one. The team uses it to collect client information, engagement letters, request documents, share deliverables, and collect payments. 

Clients can log in through the firm’s website to securely upload documents, view requests, or pay invoices, all without needing to email sensitive information or call the office for status updates. 

Canopy’s portal has helped Bynum CPA:

• Eliminate fragmented communication
• Create a consistent client experience
• Reduce email overload for staff and clients 
• Ensure timely document collection and payments

Fewer Follow-Ups, Faster Turnarounds

Bynum CPA also uses automated client requests and task-based messaging to keep projects moving. When something is delayed, the team doesn’t have to dig through inboxes or send manual reminders because everything is tracked in Canopy. 

“Clients get used to the portal quickly, and we don’t get a lot of complaints. It’s user-friendly on their end, and it saves us time on ours."

Billing Through Canopy 

Billing is another area where Canopy has simplified things for the firm. Bynum CPA runs all of its invoicing and payments directly through Canopy, including recurring billing for monthly service clients. 

“We use it for a hundred percent of our billing. Everything flows through Canopy now.”

Canopy keeps cash flow steady and billing admin low.

One Platform That Keeps Bynum CPA Moving 

For Wes Bynum, Canopy is a key partner in how his firm grows and operates. As new features roll out, Bynum CPA is often among the first to adopt and provide feedback, using the platform to stay ahead of client expectations and internal demands. Even new hires onboard through Canopy’s built-in training tools, allowing the team to scale without missing a beat.

“We’ve built our internal processes around Canopy. It’s how we stay organized, communicate with clients, and deliver consistently, whether we’re in the office or working remote.” 

With a tech-forward mindset and a trusted platform in place, Bynum CPA is set up to grow confidently for years to come.