FIRM NAME

Shreeve Landry CPA

FIRM SIZE

Medium

PAIN POINT

Rapid client growth from 400 to 1,800 clients required a seamless, reliable system — made even more critical when a partner was hospitalized on tax deadline day and the team had to keep operations running without missing a beat.

FAVORITE CANOPY FEATURE

Centralized workflow and team collaboration — "It felt so good to be able to tell him that he didn't need to worry about that because we had it all under control. It was a huge relief to have Canopy."

ABOUT THE FIRM

Shreeve Landry CPA is a Utah-based CPA firm serving clients nationwide. Since adopting Canopy four years ago, the firm has grown from 400 to nearly 1,800 clients — growth they credit in large part to having a seamless, scalable system in place.

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.

Krista Black

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

Authors

By: Krista Black

Krista is a creative and strategic content marketer who loves crafting compelling stories that connect with audiences. As part of the Canopy team, she brings a passion for storytelling, a keen eye for detail and a talent for creating engaging content.

Shreeve Landry CPA: Experiencing Growth through Challenge

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