Keith Jones, CPA: Cutting Tax Resolution Time by 75% with Canopy

Profile

Keith Jones, CPA, is a tax resolution expert with over two decades of experience serving clients in rural northwest Florida and beyond. Growing his customer base while addressing complex tax cases presented operational challenges, especially with increased client needs and inefficient workflows. 

Keith was looking for a solution to simplify his day-to-day workload while enhancing his ability to deliver quality services. That’s when he turned to Canopy.  

Problem

For Keith, operating as a solo practitioner with limited part-time support staff required meticulous time management. His tax resolution work often involved a lot of administrative effort for tasks like filing, client communication, and task tracking. 

Key challenges:

• Time-intensive tax resolution work that consumed valuable hours, slowing operations and limiting the number of cases he could handle.
• Disconnected systems, which required redundant data entry across multiple tools for task management, billing, and document sharing.
• Tracking bottlenecks, as there was no reliable way to monitor tasks handled by outsourced collaborators or internal workflows. 

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

Solution

Canopy provided Keith with an all-in-one practice management software that addressed the inefficiencies in his daily routines. By adopting Canopy, Keith transitioned from running a fragmented workflow to a fully integrated system that streamlined his administrative tasks. 

How Canopy Transformed Keith’s Practice:

Result

After implementing Canopy, Keith experienced a significant transformation in his operations, making him more efficient and better equipped to serve clients. 

“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.”

Tax resolution cases that previously took weeks were completed much faster, up to a 75% reduction in case processing time, allowing Keith to take on more clients. 

Task management tools streamlined processes and kept Keith organized while working with external collaborators. 

“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.” 

Canopy allowed Keith to further document information and processes that were previously only in his head, so that he could keep better track of his work as well as making it easier to bring on additional help. 

Automated reminders and intuitive client portals with Canopy make it easier to juggle multiple clients, as well as helping those clients to become more responsive. 

Keith Jones dramatically improved his tax resolution process with the help of Canopy. The software not only saved time and improved efficiency but also positioned his practice for sustainable growth and future profitability.