Canopy User Stories.

Canopy is built with you in mind. We work hand-in-hand with tax professionals just like you to eliminate tedious busywork and streamline your day to day through the use of cloud-based accounting software.


Put Your Clients’ Needs First and Increase Revenue 

Based in Florida, OGC Associates PA specializes in accounting and tax preparation services with a focus on the Brazilian community in the area. They also work with clients internationally. This firm was the winner of Canopy's 2021 Innovation Award. Learn more about them here.  

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Maintain Quality of Work When Key Staff Leave

Steven Wik of Schlabach Enterprises Inc. says Canopy helped their accounting firm grow and eventually double their business.


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Enjoy a Paperless Accounting Firm With The Right Software Solution

Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn more about their firm here.



Working Remotely is Easy With Cloud Software 

Jon Pryweller of Whitewater Group knows that remote work is crucial in today's work landscape. Whitewater Group was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn more about their firm here.



The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.


Tower Financial Partners: Using Canopy to Attract Millennial Clients

We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.


               Canopy Helps Accounting Firm Improve Onboarding Processes

                       Thanks to Canopy, Fulling Management & Accounting, Inc. was able to cut the time they spent on onboarding by 50%. 


Tax Clinic Serves 30% More Clients Thanks To Canopy Donation

Centro Hispano has increased efficiency by 60%, saved 40% more time and services 30% more clients in 2021.

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How This Bookkeeping Team Raised Profits By $270K and Cut Hours

Since signing on with Canopy, Parakletos Bookkeeping has been able to quadruple their client base, save an average of 25 hours weekly and generate $270,000 in annual revenue.

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Organize Your Workflow and Prioritize Growth 

Project management improved with Canopy and the firm sees what everyone is working on, tracks progress, and uses that data to refine their pricing.

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How Integrated Financial Group Attracts 95% of Clients From Out of State

“It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the heart of our organization." — Shawn Flattery, IFG

Ketih Jones CPA

Keith Jones, CPA: Using Canopy As An All-In-One Software Solution

Keith Jones, CPA joins us to discuss how Canopy is the perfect software solution for making his expanding practice run more smoothly.

We Legal, APC

We Legal, APC: Canopy’s Intuitive Interface Makes Employee Onboarding Easy

We talked to Emilia McAfee of We Legal, APC in Corona, CA about how choosing the right software made training and onboarding her staff easy.

Americas Choice

America’s Choice Bookkeeping: Managing a National Clientele with Canopy's Client Portal

For this user story, we chat with America's Choice Bookkeeping about how Canopy's client portal makes it possible to work with clients all over the country.

Northwest Tax Associates

Northwest Tax Associates: Faster and More Secure with Canopy

The IRS Security Summit says you need to keep your client data more secure. Peter Mar, EA, shares how Canopy helped secure his practice and save him time.

Hurwitz Tax Solutions

Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces Paperwork Anxiety

Filling out mountains of paperwork is stressful for clients, so Lewis Hurwitz implemented a solution: Canopy's collections workflow.

Financial Harmony

Financial Harmony Tax Resolution: Increased Job Satisfaction With Canopy

As a Tax Resolution specialist, Ralph Nelson has the satisfaction of helping clients settle their tax debts on a daily basis.