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CanopyCA

Canopy

Canopy is a cloud-based accounting practice management software platform that provides CRM, document management, client portal, workflow automation, payments, and AI-powered tools for accounting firms of all sizes.

About Canopy

Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive growth. Founded in 2014, Canopy provides cloud-based practice management, compliance, and pricing software to accounting professionals nationwide. Trusted by over 4,000 accounting firms, Canopy's solutions are SOC2-certified and data-encrypted, ensuring the highest security standards for sensitive client information.

The platform brings together essential tools including CRM, document management, client portal, workflow automation, payments, time and billing, tax resolution, and AI-powered features. Canopy serves firms of all sizes - from small practices to large enterprises - as well as specialized teams in private equity, advisory, and tax-focused firms. The company is headquartered in South Jordan, Utah, and has raised significant funding, including a $70 million Series C round, to continue expanding its AI-forward product roadmap and mission to help accountants build autonomous firms.

FAQs

When was Canopy founded?
Canopy was founded in 2014.
Who is the CEO of Canopy?
Davis Bell is the CEO.
What industries or markets does Canopy operate in?
Canopy operates in the following markets: AI Accounting, SaaS, Cloud Computing, Practice Management, Accounting Software, Tax Software, Workflow Automation, Client Portal, Document Management, and Financial Services.
How many employees does Canopy have?
Canopy has 51-200 employees.
Where does Canopy have employees?
Canopy has employees in United States.
Is Canopy hiring?
Yes, Canopy has 1 open remote job.
Does Canopy support remote work or working from home?
Yes, Canopy is a remote-friendly company.
Does Canopy offer a four-day work week?
No, Canopy does not offer a four-day work week.
What is Canopy's tech stack?
Canopy has 9 technologies in their tech stack.
What is Canopy's website?
Canopy's website is getcanopy.com.
Where can I find Canopy on social media?
You can find Canopy on LinkedIn, Twitter, Facebook and Instagram.
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Canopy

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