Little, Shaneyfelt, Marshall, & Co.<\/a> (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.<\/p>\nBuilding on decades of trusted service, Aaron and his co-owners had a vision to not only preserve LSM\u2019s strong reputation but elevate it to meet the challenges of today\u2019s fast-paced accounting world.<\/p>\n
\u201cWe had a great foundation when we took over the firm,\u201d Aaron explained, \u201cbut like a house, some things were out of repair and needed to be modernized quite a bit.\u201d 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.<\/p>\n
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The Problem<\/h2>\nFragmented Workflows and Inefficiencies<\/h3>\n
Before Canopy, the firm relied on \u201ca bunch of disparate tools,\u201d 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.<\/p>\n
\u201cIt didn\u2019t really make sense from an efficiency standpoint,\u201d Aaron admitted. To solve these problems, he began reevaluating the firm\u2019s tech stack, rebuilding it from the ground up.<\/p>\n
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The Solution<\/h2>\nStreamlining Operations with Canopy<\/h3>\n
After exploring options like TaxDome and Jetpack Workflow, Aaron landed on Canopy for its \u201csingle pane of glass\u201d approach, allowing the firm to centralize client information, document storage, and workflows into one easy-to-use platform.<\/p>\n
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.<\/p>\n
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The Result<\/h2>\nA Modern, Efficient Workflow<\/h3>\n
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\u2019s screen.<\/p>\n
Tasks get done faster, and finding information is no longer a scavenger hunt. \u201cEveryone knows where to go for information now. It\u2019s all in Canopy,\u201d Aaron shared. Additionally, Canopy\u2019s comprehensive training ensured that everyone, from new hires to longtime employees, could use Canopy confidently.<\/p>\n
Something else that stood out to LSM was Canopy\u2019s commitment to its users. \u201cThe Canopy team really listens,\u201d Aaron explained, adding that Canopy \u201cdoesn\u2019t move at a glacial pace, but they aren\u2019t just reiterating and reinventing the wheel every week.\u201d Canopy\u2019s commitment to continuous improvement has helped LSM modernize its workflows, boost collaboration, and deliver an even better client experience for years to come.<\/p>\n
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