Growth Momentum Canopy has recently secured $70 million in Series C funding, highlighting strong investor confidence and substantial growth potential, making it an attractive partner for expanding their technology offerings and market reach.
AI Innovation The company's recent AI-powered upgrades to its Smart Intake solution demonstrate a strategic focus on leveraging artificial intelligence to enhance automation and efficiency, providing opportunities to cross-sell advanced AI integrations to existing clients.
Product Expansion Canopy's launch of new tools like Canopy Engagements and Canopy University indicates a commitment to product diversification and customer training, opening avenues for upselling comprehensive practice management and client experience solutions.
Market Position As a leading provider with a revenue between $100M and $250M, Canopy operates in a competitive landscape, presenting opportunities to differentiate through tailored solutions that emphasize its recent innovations and funding-backed stability.
Technological Stack Utilizing advanced technologies such as OpenAI, Ruby on Rails, and containerization tools like Docker positions Canopy as a forward-thinking platform, allowing sales teams to emphasize its modern architecture and potential for integrating emerging tech features.
Canopy, Inc. uses 8 technology products and services including Docker, Unpkg, jsDelivr, and more. Explore Canopy, Inc.'s tech stack below.
| Canopy, Inc. Email Formats | Percentage |
| First.Last@canopytax.com | 96% |
| Fir.Last@canopytax.com | 1% |
| FirstLast@canopytax.com | 1% |
| FL@canopytax.com | 1% |
| Last@canopytax.com | 1% |
| First.Last@getcanopy.com | 96% |
| F.Last@getcanopy.com | 2% |
| Last@getcanopy.com | 2% |
Software DevelopmentUnited States201-500 Employees
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.
Company Overview
Media & News
Funding & FinancialsCanopy, Inc. has raised a total of $70M of funding over 13 rounds. Their latest funding round was raised on Apr 23, 2025 in the amount of $70M.
Canopy, Inc.'s revenue is estimated to be in the range of $100M$250M
Funding & FinancialsCanopy, Inc. has raised a total of $70M of funding over 13 rounds. Their latest funding round was raised on Apr 23, 2025 in the amount of $70M.
Canopy, Inc.'s revenue is estimated to be in the range of $100M$250M
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