30 Canopy Testimonials

"Now we service clients nationwide. For a long time it was primarily in New England and now we have clients all over the country."

“The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere.”

"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."

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

"Canopy better serves our needs, has more efficiencies, and it's better cost saving when we take it in and aggregate to all of our other tools."

"The real value of Canopy is how it comes together — I think Canopy understands what's going on in a firm."

"We are the modern day accounting firm and that is what our focus is and we're going to continue to champion that."

“Canopy has made me much more efficient in tax resolution work. Not only does the software create efficiencies, but using it has helped me complete tax resolution faster, saving me valuable time.”

“I settled on Canopy as the best choice for us, for several reasons. It seemed to offer a lot of the qualities and features that we needed as a (new) firm. So the time tracking, the document storage, and the task tracking was a big thing for me as well. So it (Canopy) seemed to offer all of that and then some.”

“We’re a small, family-run firm dedicated to providing a client-first experience. Our goal is to establish long-lasting relationships through exceptional service.”

“Pre-Canopy, we were perpetually behind, especially during tax season. Managing documents and workflows was a major challenge that drained both time and energy.”

“We had a great foundation when we took over the firm."

"Canopy gave me back at least four hours a day. That means a lot, especially when you have 60-80 hour work weeks."

"We were sort of married to a very clunky, horrendous, old-school software. It was very cumbersome."