27 Canopy Case Studies

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  • How Little, Shaneyfelt, Marshall & Co. streamlined workflows and improved client experiences with Canopy

  • How Accountability Services leveraged Canopy for streamlined operations, boosted efficiency, and improved client satisfaction

  • How Winthco Wealth Management streamlined operations, reduced administrative tasks, and enhanced client satisfaction using Canopy's all-in-one platform

  • The ATA Group Adding $10,000 in Monthly Recurring Revenue with Canopy

  • Tower Financial Partners Using Canopy to Attract Millennial Clients

  • How Canopy is the perfect software solution for making his expanding practice run more smoothly

  • Northwest Tax Associates Faster and More Secure with Canopy

  • Nobles Bookkeeping 3x More Tax Resolution Cases with Canopy's Transcripts Tool

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

  • Canopy’s Collections Workflow Reduces Paperwork Anxiety

  • Financial Harmony Tax Resolution Increased Job Satisfaction with Canopy

  • First-Time Abatement - Customer Case Study

  • OGC Associates, Deerfield Beach, Florida Revenue has increased 30% thanks to Canopy

  • Maintain Quality of Work When Key Staff Leave

  • Utah Tax Clinic Able To Serve 30% More Clients Thanks To Canopy Donation