List of Canopy Customers
South Jordan, 84095, UT,
United States
Since 2010, our global team of researchers has been studying Canopy customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Canopy for Professional Services Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Canopy for Professional Services Automation include: TransPerfect, a United States based Professional Services organisation with 9500 employees and revenues of $1.20 billion, Canopy, a United States based Professional Services organisation with 270 employees and revenues of $55.0 million, Italian Rose Gourmet Products, a United States based Manufacturing organisation with 50 employees and revenues of $5.0 million, Mark Sharman, Cpa, P.C., a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Gbc Services, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Canopy, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Canopy customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Band Tax Service | Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2021 | n/a | In 2021, Band Tax Service implemented Canopy as its Professional Services Automation solution. Band Tax Service is using Canopy on their website to surface client intake, appointment booking, and client-facing portal functionality for the firm. The implementation for this 10-person tax practice centers on practice management capabilities typical of Professional Services Automation, including client portal access, document management and secure file exchange, workflow automation for tax engagements, scheduling, and billing workflows. Canopy is configured to centralize client records and standardize engagement lifecycles across the firm, supporting tax preparation, client intake, and advisory functions. Operational coverage is firm wide within the tax practice, with governance oriented around role based access controls and standardized engagement workflows to manage client documents and task assignments. | |
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Barron & Kogan Cpa'S Pa | Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2023 | n/a | In 2023 Barron & Kogan Cpa'S Pa implemented Canopy as its Professional Services Automation platform. The deployment is evident on the firm website where Canopy is embedded to provide client-facing functionality, indicating a web-first SaaS configuration for small firm practice management. Canopy is configured to support core Professional Services Automation workflows common to accounting practices, including client intake and portal access, appointment scheduling and calendar coordination, secure document exchange, time capture and billing workflows, and automated task routing for engagements. Configuration emphasis is on client-facing forms and portal authentication flows exposed through the firm website to streamline initial client communications and document exchange. Operational scope is firm wide across the United States office of 10 employees, covering accounting, tax preparation and client services functions. Governance is centered on administrative controls and role-based access within Canopy, with practice-level process alignment to standardize engagement lifecycles and client record management. | |
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Brenda J. Mcgivern | Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2023 | n/a | In 2023, Brenda J. Mcgivern deployed Canopy on the company website as a Professional Services Automation solution to support client access and practice management workflows. The implementation positions Canopy as the firmwide application for client-facing interactions, with the Canopy instance surfaced through the public site to provide secure client touchpoints and intake forms. The firm is a 10-person professional services practice and the rollout focuses on accounting practice management and client engagement functions. The configuration leverages standard Professional Services Automation capabilities common to Canopy, including client intake workflows, document management, time and billing capture, and client portal access, adapted for a small firm operational model. Operational coverage is across the core accounting staff and client-facing partners, centralizing case workflows and communication tracking within Canopy to streamline daily practice operations. Governance is oriented around practice-level workflows and user access controls within Canopy to manage client data and billing processes. | |
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Professional Services | 270 | $55M | United States | Canopy | Canopy | Professional Services Automation | 2021 | n/a |
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Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2021 | n/a |
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Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2021 | n/a |
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Manufacturing | 50 | $5M | United States | Canopy | Canopy | Professional Services Automation | 2018 | n/a |
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Professional Services | 10 | $2M | United States | Canopy | Canopy | Professional Services Automation | 2021 | n/a |
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Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2023 | n/a |
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Professional Services | 10 | $1M | United States | Canopy | Canopy | Professional Services Automation | 2021 | n/a |
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Buyer Intent: Companies Evaluating Canopy
- Cetrom, a United States based Professional Services organization with 35 Employees
- Duane Morris LLP, a United States based Professional Services company with 1800 Employees
- Zahnarztpraxis Schoenbuehl, a Switzerland based Healthcare organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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