- 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.
Summary
Canopy is a Fintech company based in Lehi, United States, founded in 2014. It has raised $117.0M in total across 6 rounds, most recently a $35.0M Series D round in May 2024. Investors include Pelion Venture Partners, NewView Capital and NEA.
Tech & App Stack
10 technologies & apps tracked
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Funding History
May 2024
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Investors
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