Growing Market Focus Canopy operates within the expanding financial technology sector, offering accounting practice management solutions tailored to accounting and tax professionals. Its potential to appeal to firms seeking to streamline operations suggests opportunities to target accounting practices and firms investing in automation and efficiency tools.
Sustainability and Efficiency Canopy emphasizes improving professionals’ quality of life through tools like CRM, task automation, and IRS transcript retrieval. This focus on operational efficiency positions it well for financial firms looking to optimize workflow, reduce manual tasks, and increase client service capacity.
Financial Stability With a revenue range of 100 million to 250 million dollars and 70 million dollars in funding, Canopy demonstrates solid financial backing and growth potential, making it a viable platform for firms seeking reliable and scalable practice management solutions.
Technology Integration Utilizing a tech stack that includes major providers like Microsoft, Splunk, and QlikView, Canopy showcases a modern, data-driven approach. Sales opportunities may exist in tech-savvy firms looking for integrated, cloud-based management platforms that leverage advanced analytics.
Industry Trends The company's alignment with ongoing trends such as increased industry regulation, global market expansion, and adoption of automation indicates a strong position to serve firms preparing for future compliance and growth challenges, especially those seeking innovative solutions to stay competitive.
Canopy uses 8 technology products and services including Reddit Ads, QlikView, MX Technologies, and more. Explore Canopy's tech stack below.
| Canopy Email Formats | Percentage |
| First.Last@canopytax.com | 96% |
| Fir.Last@canopytax.com | 1% |
| First@canopytax.com | 1% |
| LF@canopytax.com | 1% |
| Last@canopytax.com | 1% |
| First.Last@getcanopy.com | 96% |
| F.Last@getcanopy.com | 2% |
| 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 $70M of funding over 13 rounds. Their latest funding round was raised on Apr 23, 2025 in the amount of $70M.
Canopy's revenue is estimated to be in the range of $100M$250M
Funding & FinancialsCanopy 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's revenue is estimated to be in the range of $100M$250M
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