Canopy is a simple yet robust practice management and tax resolution software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal including a client-facing mobile app and more. Try out a modern, seamless workflow built specifically for accounting professionals at getcanopy.com.
Location: United States, Utah, Draper
Employees: 51-200
Total raised: $81M
Founded date: 2014
Investors 2
| Date | Name | Website |
| - | EPIC Ventu... | epicvc.com |
| - | Pelion Ven... | pelionvp.c... |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 13.05.2024 | - | $35M | - |
| 08.12.2021 | - | $35M | - |
| 05.07.2021 | - | $11M | - |
Mentions in press and media 14
| Date | Title | Description |
| 13.05.2024 | Canopy Raises $35M in Funding | Canopy, a South Jordan, UT-based provider of a firm-wide operating system for accountants, raised $35M in funding. The round was led by Ten Coves Capital and Ankona Capital, with participation from Pelion Venture Partners, Tenaya Capital, a... |
| 21.04.2023 | Canopy Launches ChatGPT AI in Accounting Practice Management Software | Canopy Accounting Practice Management Software Canopy announces the integration of ChatGPT AI in its all-in-one accounting practice management solution. Adding AI inside of Canopy to increase email efficiency is a simple step with a lot of ... |
| 08.12.2021 | Canopy Raises $35M in Series BB Funding | Canopy, a Draper, UT-based accounting practice management platform, raised $35M in Series BB funding. The round was led by Ten Coves Capital with participation from NewView Capital, Pelion Partners, Tenaya Capital, and Ankona Capital. The c... |
| 08.12.2021 | Cloud tax practice management startup Canopy raises $35M Show your support for our mission by joining our Cube Club and Cube Event Community of experts. Join the community that includes Amazon Web Se... | Cloud tax practice management platform startup Canopy Tax Inc. today announced it has raised $35 million in new funding to accelerate its mission to become the default operating system for accounting firms. Ten Coves Capital led the Series ... |
| 18.10.2021 | Why And How To Measure Your Company’s Employee Net Promoter Score | Davis serves as CEO of Canopy, the award-winning cloud-based practice management platform servicing accounting professionals. |
| 22.07.2021 | Five Common Mistakes Made By Early Stage Software Startup Founders | Davis serves as CEO of Canopy, the award-winning cloud-based practice management platform servicing accounting professionals. |
| 08.07.2021 | Daily funding roundup - July 7th, 2021 | Skedulo raised $75M; Linus Health picks up $55M; Unit21 landed $34M; Lacuna secured $16M Skedulo: Skedulo is a San Francisco-based productivity software company that helps companies manage mobile workers. Skedulo has raised $75 million in S... |
| 06.07.2021 | What to know about Nextdoor as it goes public | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Paid Content Why universities should think beyond the degree From 2U Nextdoor hit national headli... |
| 06.07.2021 | What to know about Nextdoor as it goes public | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Nextdoor hit national headlines early in the pandemic as supply shortages turned the hyper-local ... |
| 05.07.2021 | Canopy Raises $11M in Funding | Canopy, a Lehi, Utah-based cloud-based practice management platform for accounting professionals, raised $11m in funding. The round includes new investor Ankona Capital as well as existing investors NewView Capital, Pelion Venture Partners ... |
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