- Headquarters
- Lehi, Utah
- Employees
- 201–500
- Founded
- 2014
- Business Model
- B2B
- Website
- getcanopy.com
- Total Funding
- $117.0M
- Last Round
- $35.0M Series DMay 2024
- Rounds
- 6
About
Canopy is an all-in-one practice management platform built for accounting and tax firms. It provides a firm-wide operating system combining CRM, document management, workflow automation, time and billing, client portals, tax resolution, AI-powered smart prep, and payments into a single cloud-based platform. Founded in 2014 and headquartered in South Jordan, Utah, Canopy serves small to large CPA and bookkeeping firms.
Tech & App Stack
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May 2024
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