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