Practice Management

Keith Jones, CPA: Using Canopy As An All-In-One Software Solution

Keith Jones, CPA joins us to discuss how Canopy is the perfect software solution for making his expanding practice run more smooth

Brandon Jones-198269-edited Brandon Jones
October 6, 2017
Practice Management

America’s Choice Bookkeeping: Managing a National Clientele with Canopy's Client Portal

For this user story, we chat with America's Choice Bookkeeping about how Canopy's client portal makes it possible to work with cli

Brandon Jones-198269-edited Brandon Jones
May 16, 2017
Tax Resolution

Northwest Tax Associates: Faster and More Secure with Canopy

The IRS Security Summit says you need to keep your client data more secure. Peter Mar, EA, shares how Canopy helped secure his pra

Brandon Jones-198269-edited Brandon Jones
February 28, 2017
Tax Resolution

Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's Transcripts Tool

Sharise Nobles of Nobles Bookkeeping shares how Canopy’s Transcripts tool made her tax practice more efficient and profitable than

Brandon Jones-198269-edited Brandon Jones
January 20, 2017
Tax Resolution

We Legal, APC: Canopy’s Intuitive Interface Makes Employee Onboarding Easy

We talked to Emilia McAfee of We Legal, APC in Corona, CA about how choosing the right software made training and onboarding her s

Brandon Jones-198269-edited Brandon Jones
December 16, 2016
Tax Resolution

Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces Paperwork Anxiety

Filling out mountains of paperwork is stressful for clients, so Lewis Hurwitz implemented a solution: Canopy's collections workflo

Brandon Jones-198269-edited Brandon Jones
November 30, 2016
Tax Resolution

Financial Harmony Tax Resolution: Increased Job Satisfaction With Canopy

As a Tax Resolution specialist, Ralph Nelson has the satisfaction of helping clients settle their tax debts on a daily basis.

Brandon Jones-198269-edited Brandon
August 1, 2016