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51 Canopy Case Studies

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  • SMD Consulting & Accounting says it would not go back to Canopy, even for free

  • Papin CPA saves 6 hours a month on billing with Canopy

  • MillerMusmar CPAs goes firmwide with Canopy in tax season and unifies 30+ employees across time zones

  • How AccountAbility, led by Melissa Laverty, transformed its operations with Canopy's all-in-one accounting software

    Melissa Laverty Founding Partner

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

    Lera Kooper Chief Business Development Officer

  • How Unity Business Advisors transformed client satisfaction and streamlined operations by integrating Canopy

    Prince Rataul Chief Technology Officer

  • Berg Advisors replaces 12 siloed tools with Canopy for a 13-person paperless firm

  • Centro Hispano Tax Clinic serves 30% more clients with Canopy

  • Shreeve Landry grows from 400 to 1,800 clients with Canopy

  • Harvest Accounting Firm cuts billing time and turns reporting from basic service items into actionable metrics with Canopy

  • Appletree Business Services cuts tax questionnaire turnaround by 2–3 weeks with Canopy

  • BookSmarts Tax & Accounting Services streamlines 20+ years of accounting work with Canopy

  • Alpine Mar boosts efficiency with Canopy for a 7+ person firm

  • Winthco Wealth Management saves countless hours each week with Canopy

  • Campbell & Co saves time with Canopy’s all-in-one billing and task tracking

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