An All-In-One Software Solution

Background

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 Jacksonville. So how does he have time to talk to us? Maybe because his tax resolution cases take a quarter of the time they did before he started using Canopy. Not bad.

For this User Story, we chatted with Keith about how Canopy fits into his daily work routine, and how his tax resolution cases take 75% less time with Canopy.

How do you use Canopy on a day to day basis?

I use it for almost everything—tax resolution work, of course, but it’s more than tax resolution software. Canopy makes it easy to do all my professional emailing, set automated client reminders, and request and access files, all in the same place. It’s all the stuff you’d expect from a practice management software and then some. Canopy is quickly becoming an all-in-one software for my practice.

What do you mean by “and then some”?

The software does some things I didn’t have a good way to do before. For instance, I’m working with a guy out of Orlando who’s doing some review stuff for me, and task management has been a lifesaver. I’ve got several tasks set up for him right now, and Canopy is the only real way I have to track what’s going on. Before, I didn’t have a good way to do that.

Can you quantify how Canopy has changed how you work?

These things can be hard to quantify exactly, but the easiest example is probably the way Canopy saves me time on tax resolution work. The software has helped me become so much more efficient doing tax resolution, and there are few reasons for that. Not only does the software create efficiencies, I’ve learned to do tax resolution faster by using the software. I’d say that my average tax res case takes 75% less time now, compared to before I started using Canopy.

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Canopy

96% of Customers Would Recommend Canopy to a Friend or Colleague.

Danny N.

Canopy takes the headaches out of client management by offering a way to keep client info organized.

John M.

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

CHRIS T.

This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

Bernadette S.

The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

Mark B.

Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.

Antonietta C.

It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.