Recent Product Launch Canopy recently launched Canopy Engagements, a customizable solution for automating client experiences through professional engagement letters and proposals. This new tool presents an opportunity for firms looking to enhance client interactions and streamline processes.
AI-Driven Insights The introduction of Canopy Insights has expanded the AI-driven capabilities of Canopy's software offering. This advancement opens doors for businesses seeking data-driven insights and analytics tools to improve decision-making and operational efficiency.
Partnership Opportunities Canopy's partnership with Tri-Merit LLC showcases its commitment to aiding accountants in understanding and assisting clients, particularly with issues like Employee Retention Credits (ERC). This collaboration creates partnership opportunities for firms focusing on serving clients with specialized needs.
Innovative Technology Integration Canopy's integration with ChatGPT marks a significant advancement in incorporating AI technology within accounting practice management software. This integration presents a compelling proposition to companies looking to leverage cutting-edge technology to enhance user experiences and operational efficiency.
Executive Leadership Expansion With the appointment of Gaynor Meilke as CEO, Canopy has strengthened its executive leadership team. This leadership expansion may signal potential opportunities for businesses looking to engage in strategic partnerships or collaborations with a rapidly growing software company.
Canopy uses 8 technology products and services including Google AdSense, Power BI, Google Font API, and more. Explore Canopy's tech stack below.
| Canopy Email Formats | Percentage |
| First.Last@canopytax.com | 97% |
| FirstLast@canopytax.com | 1% |
| FL@canopytax.com | 1% |
| First@canopytax.com | 1% |
| First.Last@getcanopy.com | 95% |
| F.Last@getcanopy.com | 3% |
| Last@getcanopy.com | 2% |
Software DevelopmentUtah, United 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 has raised a total of $35M of funding over 12 rounds. Their latest funding round was raised on May 08, 2024 in the amount of $35M.
Canopy's revenue is in the range of $10M$50M
Funding & FinancialsCanopy has raised a total of $35M of funding over 12 rounds. Their latest funding round was raised on May 08, 2024 in the amount of $35M.
Canopy's revenue is in the range of $10M$50M
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