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

“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.”

“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; …

"We wanted to build a business with a scalable model that not only brought value to clients but also to the employees because in the past clients received value, but it was always at the expense of employees, their schedules, their health."

"This is definitely the product of the future. It's the first one to really successfully address all avenues of requirements of an accounting firm."

"We felt that we were all over the place and we were not able to sort of project what's coming our way, what needs to be done as far as the priority levels, as far as analyzing the workloads and analyzing the team members."