Profile
Winthco Wealth Management and Tax Services, based in Simi Valley, California, has been a trusted one-stop shop for tax preparation and wealth management services for over 20 years. The firm, now owned by Kevin Coppin, continues the legacy of its founder who prioritized integrity-driven guidance and long-lasting client relationships. Specializing in serving individuals, small businesses, and multi-state operations, Winthco offers tax preparation, wealth management, and investment services, all with a personalized, white-glove approach.
“We’re a small, family-run firm dedicated to providing a client-first experience. Our goal is to establish long-lasting relationships through exceptional service.” – Joey Jacobs, Office Manager
Integration with Canopy
Winthco began exploring solutions to modernize their workflow and reduce administrative burdens, ultimately adopting Canopy two years ago. The firm chose Canopy for its robust suite of tools that integrates client communication, document management, and workflow automation. Despite initial internal resistance to technological changes, the firm has successfully integrated Canopy into its daily operations, with measurable improvements in efficiency and organization.
“Canopy is our go-to central hub. Its comprehensive features have streamlined our operations and allowed us to grow confidently into the future.” – Joey Jacobs, Office Manager
Obstacle
Before implementing Canopy, Winthco relied heavily on paper-based systems and disparate tools for managing workflows and client interactions. The administrative workload included extensive manual filing, tracking deadlines across multiple platforms, and managing incoming documents through various channels such as email, text, and hard copies. These inefficiencies often resulted in delays and burnout among staff members.
“Pre-Canopy, we were perpetually behind, especially during tax season. Managing documents and workflows was a major challenge that drained both time and energy.” – Kevin Coppin, Owner
Solution
Canopy offered Winthco an all-in-one platform that centralized key functions such as document management, client communication, and billing. The system’s secure client portal streamlined document sharing and enabled both clients and staff to access information in one location. Workflow automation features helped reduce manual updates and kept tasks on track.
Additionally, Canopy’s insights tools provided actionable data to support business decisions. Features like engagement templates and transcript delivery further streamlined operations, saving countless hours for the team.
“Having everything in one place has saved us hours upon hours. The secure client portal and workflow automation have been game-changers.” – Joey Jacobs, Office Manager
Outcome
Since adopting Canopy, Winthco has significantly reduced administrative overhead, saving countless hours each week. The firm’s transition to a digital-first approach has enhanced its operational efficiency and allowed it to focus on aggressive growth while maintaining its high standard of service.
Key outcomes include:
- Reduced time spent on manual tasks, such as document tracking and workflow updates
- Improved staff collaboration and consistency in processes
- Enhanced client satisfaction through secure and streamlined communication
Looking ahead, Winthco is leveraging Canopy’s advanced features, such as engagement templates and insights, to further optimize its services. The firm also sees potential for integrating AI to deliver deeper client insights and expand its offerings.
“Canopy has allowed us to reduce inefficiencies and focus on growing our client base. It’s a vital part of our strategy for the next 40 years.” – Kevin Coppin, Owner
