“ Before Canopy, I did billing from Quickbooks/QB Time, file sharing through Drake Portals, signatures through HelloSign, task management in MS To-Do and Drake Tax, and communications through email. I also needed to separately pull and track IRS transcripts. Now all of those functions are on one platform and integrated with each other. This has helped me to scale more on my own without getting bogged down in the administrative side of my practice and onboard new clients more efficiently.”