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

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

It was hard to quantify how I was losing time, but I knew inefficiencies were holding me back.

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

"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."

You don’t realize it when you’re going along, but I had so much in my head that was slowing me down. Canopy helped me get that out of my head, organize it, and turn it into value for my practice.