Travis’s journey began in 2012, taking on tax work for friends and family while maintaining a full-time role in public accounting. By 2018, his side hustle had evolved into a full-fledged firm with a growing team.

“We emphasize connecting with our clients and educating them,” Travis explained. “Nothing excites me more than when a client wants to understand their taxes.”

The firm’s philosophy goes beyond just filing tax returns. “I like to help clients see how their decisions throughout the year impact their bottom line,” Travis shared. By demystifying taxes and fostering informed discussions, Shreeve Landry CPAs cultivates trust and long-term relationships.

Finding the Perfect Technology Partner at Shreeve Landry CPAs

As the firm grew, Travis sought a technology solution to handle the demands of a distributed team and an expanding client base. Enter Canopy.

“We started with Canopy in 2018 as a secure client portal,” he said. “But it’s grown into so much more—a comprehensive workflow management system that’s the heartbeat of our firm.”

By consolidating tools and reducing the need for multiple logins and passwords, Canopy has transformed the firm’s operations. “The team is more organized, and we have all the data in one place,” Travis added.

Streamlining Operations with Canopy at Shreeve Landry CPAs

One of the standout features for Travis is Canopy’s ability to standardize processes. “We’ve implemented a two-week internal control—from receiving client documents to filing their taxes,” he explained. By tracking tasks, start dates, and deadlines, the team ensures efficiency and accountability.

Canopy’s annotation tools are another game-changer. “With Canopy, my team can leave detailed notes—where they entered numbers, questions they had—so there’s less guesswork and faster turnaround times,” Travis said.

Adapting and Thriving Through Challenges with Canopy

The pandemic tested the resilience of accounting firms, and Shreeve Landry CPAs emerged stronger. “COVID showed us the value of adopting technology early,” Travis said. “We were already using client portals and video conferencing, so transitioning to remote work was seamless.”

Looking to the future, Travis sees Canopy as a crucial partner in meeting the increasing demands on accountants. “With fewer people entering the profession and more needing services, tools like Canopy are essential for managing growth and staying efficient,” he concluded.

Key Takeaways from Inside Shreeve Landry CPAs: How Canopy Drives Success for Travis Landry

• Educating Clients: “Nothing excites me more than when a client wants to understand their taxes.”
• Efficiency Through Standardization: “With Canopy, we ensure a two-week turnaround for tax returns by tracking tasks and deadlines.”
• Embracing Change: “Technology helped us navigate COVID smoothly, maintaining productivity and client communication.”
• Planning for Growth: “Adopting tools like Canopy early is essential to handle the growing demand for accountants.”

Ultimately, Inside Shreeve Landry CPAs: How Canopy Drives Success for Travis Landry demonstrates that success comes from combining exceptional client care with operational efficiency. With Canopy, the firm has not only streamlined its processes but also strengthened its ability to build lasting client relationships. Moreover, for firms looking to reduce their tech stack, enhance workflows, and thrive in a fast-changing industry, Canopy could be the solution they need.

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