Canopy Tax

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 Ratings4.3
Overall CultureB+

Latest Updates

Employees (est.) (Jul 2021)123(+5%)
Cybersecurity ratingBMore

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

20 days 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

What To Know About The New 20212 CPA Exam | Canopy

As we all know, technology is becoming an integral tool in every industry, especially within the finance and accounting world. The world's first accountants used abacuses but as technology advanced, calculators became a key facet of the job. Today, as cloud-based software and other digit…

Come See Us at AICPA Engage 2021! | 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 2021, which runs from July 26 through July 29 in Las V…

Get Free CPE Credits and Learn About Tax Law Updates | Canopy

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021, just barely after the Consolidated Appropriations Act of 2021 (CAA) was signed into law December 27, 2020. Along with these came even more changes to the tax law that we have barely been able to sort out a…

3 Reasons Engagement Letters are Critical to Your Practice | Canopy

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client, constitute a legally binding contract between you (or your practice) and the client. As such, every time you take o…

5 Tips to Improve Your Accounting Firm's Online Presence | Canopy

So your practice has a website. In fact, you have more than just a website. You have listings on Google Local and Yelp. You have a Facebook page for your business. You might even have a well-tended blog. But you’re still not seeing as much web traffic as you think you need to drive traff…

Earn Free CPE Credits and Become An Expert in Cyber Security | Canopy

Cybercrime, cybersecurity, phishing, malware, ransomware, the list goes on and on, but it really doesn’t pertain to you, right? You might think you are too small and don’t really have anything of value to hackers. 
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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 123 employees.

  • Who are Canopy Tax competitors?

    Competitors of Canopy Tax include BitTitan, FastSpring and Phorest.

  • 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.