OverviewSuggest Edit

Canopy is a cloud-based practice management platform for tax professionals. It allows tax professionals to connect every element of their practice with features ranging from CRM to project management. Its products include Practice Management, allowing to automate workflows, track time on projects and manage files; Tax Resolution that simplifies data gathering and recommends the smartest solution for cases with liens, levies, Penalty Abatement; and other tools. 

HQLehi, UT, US
Employee Ratings4.8
Overall CultureB+

Latest Updates

Employees (est.) (Apr 2022)137(+4%)
Job Openings4
Cybersecurity ratingAMore
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Key People/Management at Canopy Tax

Davis Bell

Davis Bell

Chief Executive Officer
Jordan Ray

Jordan Ray

Chief Revenue Officer
Larry Furr

Larry Furr

Chief Product Officer
Nate Soffe

Nate Soffe

VP of Sales
Gordon Roylance

Gordon Roylance

VP of Engineering
Camille Lewis

Camille Lewis

Director of People
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Canopy Tax Office Locations

Canopy Tax has an office in Lehi
Lehi, UT, US (HQ)
4100 Chapel Ridge Rd #400
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Canopy Tax Financials and Metrics

Summary Metrics

Founding Date


Canopy Tax total Funding

$96 m

Canopy Tax latest funding size

$11 m

Time since last funding

a year ago

Canopy Tax investors

Canopy Tax's latest funding round in July 2021 was reported to be $11 m. In total, Canopy Tax has raised $96 m
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Canopy Tax Operating Metrics

Canopy Tax's Users was reported to be 5 k in May, 2018.
May, 2018


5 k
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Canopy Tax Cybersecurity Score

Cybersecurity ratingPremium dataset



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Canopy Tax Online and Social Media Presence

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Canopy Tax Company Culture

  • Overall Culture



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Canopy Tax News and Updates

Canopy Tax cancels brand-new Tax Prep product, offers full refunds

This week, the company abruptly shut down the product and told customers it will no longer support Tax Prep for the 2019 tax season.

Canopy Tax Blogs

How 2022 Global Consumer Trends Could Impact Your Firm | Canopy

Times have changed these past few years, haven’t they? There have been so many differences around the world, not only in our personal lives, but in our professional lives as well. The changing times are impacting everyone, including clients—your clients are reevaluating their needs when it …

5 Ways to Prioritize Your Mental Health | Canopy

  Mental health determines how we handle stress, make choices and relate to others. It also impacts how we act, feel and think. The Center for Disease Control shockingly states that 1 in 5 Americans will experience a mental illness in a given year. One of the leading causes of disabilities…

Come See Us at AICPA Engage 2022! | Canopy

After more than one year of staying indoors and working remotely, Canopy is excited to get back out there and attend our first in-person trade show in over a year: the American Institute of Certified Public Accountants (AICPA) Engage 2022, which runs from June 6-9 in Las Vegas, Nevada with …

Canopy Named Top Performer in Accounting Practice Management Software

Customers speak louder than companies, right? That’s why we’re happy our customers have voted us to win multiple Spring 2022 Capterra awards for our practice management software. We’ve always thought highly of our product, but it’s always nice to hear it from someone else. Check out what we…

Join Canopy at The First AccountingWEB Live Summit | Canopy

The final countdown is on! Next week is the historic AccountingWEB Live Summit and Canopy is proud to be a sponsor of this event in San Diego, CA. Will you be there? It’s an event you don’t want to miss. The summit starts on May 9 and you can still register here. There will be a lot of oppo…

Preparing IRS Schedule-C for Business: What You Need to Know | Canopy

Schedule C, Profit or Loss From Business (Sole Proprietorship) is one of those tax forms that looks simple, but is baited with many traps for the unprepared tax professional. 
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Canopy Tax Frequently Asked Questions

  • When was Canopy Tax founded?

    Canopy Tax was founded in 2014.

  • Who are Canopy Tax key executives?

    Canopy Tax's key executives are Davis Bell, Jordan Ray and Larry Furr.

  • How many employees does Canopy Tax have?

    Canopy Tax has 137 employees.

  • Who are Canopy Tax competitors?

    Competitors of Canopy Tax include Drake Software, Pensando and BitTitan.

  • Where is Canopy Tax headquarters?

    Canopy Tax headquarters is located at 4100 Chapel Ridge Rd #400, Lehi.

  • Where are Canopy Tax offices?

    Canopy Tax has an office in Lehi.

  • How many offices does Canopy Tax have?

    Canopy Tax has 1 office.