Canopy

Canopy is an award-winning, cloud-based practice management software suite designed to increase efficiency and boost revenue for accounting firms.

Canopy creates tax and accounting software that simplifies your practice so you can help more clients.

Canopy was founded in 2014 by Kurt Avarell. The company is headquartered in Draper, Utah.

 

Canopy offers tools for client management, document management, workflow, and time & billing, as well as specialty compliance solutions that help accountants obtain IRS transcripts and resolve notices quickly.

 

Canopy’s suit includes support for Quickbooks, Office 365, Google G Suite, Zapier, Open API and Desktop Assistant. Canopyy is entirely cloud-based, which allows you to run your practice from any device, wherever there’s a wifi connection. It’s the end of costly hardware, maintenance, and IT resources.

 

Canopy’s transcripts tool won CPA Practice Advisor’s top technologies 2021 award and its overall software was ranked in Digital.com’s best accounting practice management software in 2021.

 

Canopy is backed by NEA, NewView Capital, Ankona Capital, Pelion Venture Partners, Ten Coves Capital, Nyca Partners, Tenaya Capital, and others. The company raised $35M in Series BB round on Dec 08, 2021. This brings Canopy's total funding to $147.5M to date.

 

 

  • Year founded: 2014
  • Funding Info: $147.5M over 8 Rounds (Latest Funding Type: Series BB)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: Draper
  • State: Utah
  • Country: United States
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