Case Studies

Dillon Business Advisors: Building a Flexible Accounting Firm with...

From Clunky to Streamlined with REB CPA

Tavola Group Eliminates Deadline Stress with Canopy Templates

Adam Up Accounting: A Practice That Doesn’t Demand 60-Hour Weeks

The Tax Season Switch That Changed Everything

How Papin CPA’s Team-Driven Leadership Led Them to Choose Canopy

In the accounting profession, leadership isn’t just about guiding clients through financial challenges, it’s also about empowering teams to thrive. I’ve spent my career working...

How MillerMusmar CPAs Switched to Canopy During Tax Season

How Solutions Group Accounting Firm Cut 5 Payment Tools

How Parish CPAs + Business Advisors Save 120 Hours Per Employee with...

With Canopy, Parish CPAs + Business Advisors has built a workflow that keeps everyone aligned, whether they’re in the office, remote, or overseas. The team uses custom task...

Three Peaks Advisors: Focused on Clients, Powered by Canopy

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...