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51 Canopy Case Studies

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

    James Faughtenberry

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

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

    Melissa Laverty Founding Partner

  • Accountability Services cuts tech stack from 14 tools to 5 with Canopy

  • Unity Business Advisors improves work-life balance in 25 years of practice with Canopy

  • Dillon Business Advisors grows from $400,000 to $5 million with Canopy

  • Tavola Group saves hours each quarter and eliminates missed deadlines with Canopy

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

  • Papin CPA saves 72+ hours a year with Canopy

  • Financial Solution Advisors consolidates 5+ systems in 3 months with Canopy

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

  • Three Peaks Advisors streamlines work with Canopy in 8-week implementation

  • Little, Shaneyfelt, Marshall & Co. modernizes workflows with Canopy in 2022

  • Fulling Management and Accounting streamlines virtual accounting across 25 states with Canopy

  • Fulling Management & Accounting cuts onboarding time by 50% with Canopy

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