Canopy is delightful practice management software for accountants and bookkeepers.

Our client management platform enables practitioners to communicate and collaborate with team members and clients seamlessly. Files, discussions, dates, notes, and organizers are all stored in one place to keep everybody on task. Small to medium-sized practices will experience a better organized, more fluid client workflow with Canopy.
Company Growth (employees)
Lehi, US
Size (employees)
120 (est)+9%
Canopy Tax was founded in 2014 and is headquartered in Lehi, US

Canopy Tax Office Locations

Canopy Tax has an office in Lehi
Lehi, US (HQ)
3300 N. Running Creek Way, Suite H-100

Canopy Tax Data and Metrics

Summary Metrics

Founding Date


Total Funding

$30 m

Latest funding size

$20 m

Time since last funding

5 months


Canopy Tax's latest funding round in March 2017 was reported to be $20 m. In total, Canopy Tax has raised $30 m

Traffic Overview of Canopy Tax

Canopy Tax Online and Social Media Presence

Canopy Tax News and Updates

Non-Compliant: Regtech Deals And Dollars Dip Again

Q1’17 was a slow quarter for regtech startups which saw 27 deals worth approximately $205M in funding. At the current run rate, both deals and dollars are on track to come in behind 2016’s totals. We define regtech as companies … Continued

Early-Stage Fintech Opportunities: Where Smart Money VCs Are Placing Bets In One Market Map

In 2016, there were 831 investments to VC-backed fintech startups, just shy of 2015′s record 848 investments. Top VC investors in the category participated in 187 deals worth approximately $5.97B from 2015-2016. Though overall investment pace slowed down in 2016, smart money … Continued

Regtech Market Map: The Startups Helping Businesses Mitigate Risk And Monitor Compliance Across Industries

New and changing regulations across industries are driving demand for technology-based solutions that can help businesses streamline and manage compliance. To keep up, technology startups in the regulatory space are creating a range of software, services, and tools aimed at … Continued

Canopy Tax Company Life and Culture

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