30 Canopy Testimonials

“It's the hub. So, if I want to see everything that we've committed to and what everyone's working on, I have one place to go.”

"It allows us to be much more proactive with [clients], instead of waiting until the last minute and being more reactive."

“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."

"Canopy lets me work so much faster and makes me so much more productive - Canopy saves me at least an hour every time I pull a transcript."

"Choosing the right software made training and onboarding staff easy."

"Filling out mountains of paperwork is stressful for clients, so [we] implemented a solution: Canopy's collections workflow."

"It’s a fabulous feeling to know how I can help."

“After less than three months of using Canopy, I had streamlined my process to the point that I could add $10,000 in monthly recurring revenue.”

"Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner. It makes the process simpler and less painful when dealing with taxes.”

"It doesn’t matter where they are in the world, they always will have access to whatever information is important for them regarding their business in the palm of their hands, on their cellphones through the Canopy app.”

“All the communication is centralized."

“With 20 clients, maybe you could do all of this manually but you start to get to 50 or more [which we have] and someone does leave [the firm] you’re going to lose that connection. Also, if someone new comes in, they can see how it worked the last time; the work papers, the whole workflow, it makes it really easy [for a new hire] to pick things up and provide that same service.”

“We wouldn't have been able to do it this year without Canopy—we wouldn’t have been able to serve 615 people.”

“Canopy is that extra person in our department that really allows us to grease all the gears and make sure that everything is moving smoothly.”

“We would not go back to the software we were using before, even if they gave it to us for free.”