Case Studies

Papin CPA: Automated Billing and Reduced Admin Time with Canopy

Campbell & Co: A New CPA Firm Set Up for Success with Canopy

Profile Campbell & Co provides central Virginia businesses with services that include tax returns, tax planning, bookkeeping, write-up and payroll. When he launched the firm in...

Keith Jones, CPA: Cutting Tax Resolution Time by 75% with Canopy

Profile Keith Jones, CPA, is a tax resolution expert with over two decades of experience serving clients in rural northwest Florida and beyond. Growing his customer base while...

Winthco Wealth Management: Leveraging Canopy for a More Efficient,...

Profile Winthco Wealth Management and Tax Services, based in Simi Valley, California, has been a trusted one-stop shop for tax preparation and wealth management services for over...

Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt,...

Profile Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron...

TaxBee & Co: How Employees Save 20 Hours a Week Using Canopy

Profile TaxBee was founded in 2017 by Bianca Ferguson, a seasoned accountant with over two decades of experience and a passion for helping clients manage their finances. Starting...

AccountAbility: Enjoying a Firm-wide OS and Cost Savings with Canopy

Profile AccountAbility, based in Southern New Hampshire and led by seasoned accountant Melissa Laverty, has provided accounting services for over 24 years. Primarily focused on...

Accountability Services: Modern Excellence in Accounting with Canopy

Profile Accountability Services is a forward-thinking accounting firm located in Seattle, Washington and Boulder Valley, Colorado. The firm, co-owned by Lera Kooper, Dave Fischer...

Unity Business Advisors: Transforming Client Satisfaction with Canopy

Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...

Alpine Mar CPA and Advisors: Increasing Efficiency and Client...

Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...

Appletree Business Services Modernizes Firm with Canopy

Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...

Using Data from Canopy Insights Improves Harvest Accounting Firm...

Profile: Harvest Accounting Firm, founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses...

BookSmarts Tax & Accounting Services: Maximizing Efficiency and...

"The real value of Canopy is how it comes together — I think Canopy understands what's going on in a firm." Profile BookSmarts Tax & Accounting Services is a year-round small...

SMD Consulting & Accounting, LLC: Canopy Creates an Easy Transition...

"Canopy better serves our needs, has more efficiencies, and it's better cost saving when we take it in and aggregate to all of our other tools." - Sean Duncan, Founder SMD...

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...