Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt, Marshall & Co.

Profile

Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron Shaneyfelt and his colleagues took ownership from his father, ushering in a new era for the firm.

Building on decades of trusted service, Aaron and his co-owners had a vision to not only preserve LSM’s strong reputation but elevate it to meet the challenges of today’s fast-paced accounting world.

“We had a great foundation when we took over the firm,” Aaron explained, “but like a house, some things were out of repair and needed to be modernized quite a bit.” Determined to meet evolving industry demands, Aaron sought a solution to streamline operations and enhance the client experience, choosing Canopy to bring his vision to life.

The Problem

Fragmented Workflows and Inefficiencies

Before Canopy, the firm relied on “a bunch of disparate tools,” such as CCH products for core tax and audit services, eFile Cabinet for document storage, and platforms like Airtable and Asana for workflows. While these tools functioned individually, they operated in silos, creating major inefficiencies that were compounded by the firm's growing client base.


“It didn’t really make sense from an efficiency standpoint,” Aaron admitted. To solve these problems, he began reevaluating the firm’s tech stack, rebuilding it from the ground up.

The Solution

Streamlining Operations with Canopy

After exploring options like TaxDome and Jetpack Workflow, Aaron landed on Canopy for its “single pane of glass” approach, allowing the firm to centralize client information, document storage, and workflows into one easy-to-use platform.

Canopy also provided seamless integrations, allowing the firm to boost efficiency without throwing out some of the processes that worked well for the firm. Our integration with ODrive, for example, bridged the gap between older systems and the new platform, creating a more intuitive experience for the team as they transitioned.

The Result

A Modern, Efficient Workflow

Since implementing Canopy, LSM has experienced a true transformation. Canopy quickly became a staple of the firm's day-to-day operations, joining email and Slack as a permanent spot on everyone’s screen.

Tasks get done faster, and finding information is no longer a scavenger hunt. “Everyone knows where to go for information now. It’s all in Canopy,” Aaron shared. Additionally, Canopy’s comprehensive training ensured that everyone, from new hires to longtime employees, could use Canopy confidently.

Something else that stood out to LSM was Canopy’s commitment to its users. “The Canopy team really listens,” Aaron explained, adding that Canopy “doesn’t move at a glacial pace, but they aren’t just reiterating and reinventing the wheel every week.” Canopy’s commitment to continuous improvement has helped LSM modernize its workflows, boost collaboration, and deliver an even better client experience for years to come.