SaaS Expansion Canopy recently launched Canopy Engagements, a solution that enhances client experiences. This customizable tool offers professional engagement letters and proposals, demonstrating the company's commitment to improving service quality and automation.
AI Integration With the introduction of Canopy Insights, Canopy is expanding its software capabilities through AI-driven features. This move showcases a focus on leveraging artificial intelligence to enhance customer experiences and streamline accounting processes.
Strategic Partnerships Partnering with industry players like Tri-Merit LLC and How To ChatGPT, Canopy is strengthening its market presence and value proposition. These collaborations offer opportunities to tap into new client segments and provide innovative solutions in the accounting industry.
Executive Leadership The CEO transition with Gaynor Meilke joining as CEO alongside Davis Bell presents a new leadership dynamic. This change signals a potential strategic shift or renewed direction under Meilke's leadership, offering avenues for exploring partnership opportunities or tailored solutions.
Revenue Growth With revenue between $10M - $50M and funding of $35M, Canopy demonstrates financial stability and growth potential. This information positions Canopy as a reliable and expanding partner for firms seeking robust accounting practice management software solutions.
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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