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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. ... Show more
HQLehi, US
Employee Ratings4.9

Latest Updates

Employees (est.) (Feb 2019)303

Key People/Management at Canopy Tax

Rod Gilbert

Rod Gilbert

VP of Engineering
Jordan Ray

Jordan Ray

VP of Marketing
Josh Alvord

Josh Alvord

VP of Customer Success
Nate Barrett

Nate Barrett

VP of Product
James Sukhan

James Sukhan

VP of Sales
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Canopy Tax Office Locations

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

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Founding Date


Canopy Tax total Funding

$30 m

Canopy Tax latest funding size

$20 m

Time since last funding

2 years ago

Canopy Tax investors

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

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Canopy Tax Blogs

Product Update: Invoice Enhancements

Financial transactions are some of the most important and delicate interactions that tax professionals have with their clients. With Canopy's newest invoicing enhancements, you can improve the business processes of your firm and have greater ability to manage invoices with much more cust…

The Difference Between Bonus Depreciation and Section 179

Bonus depreciation is a tax incentive that allows small- to mid-sized businesses to take a first year-deduction on purchases of qualified business property in addition to other depreciation. The Section 179 deduction is also a tax incentive for businesses that purchase and use qualified …

Canopy Product Highlight: January 2019

We're starting off 2019 with some new features we thing you're going to love, including  an eSign reminder for your clients, a brand new way to manage client's access to the client portal, and state notices. Watch the video below to get the details on of Canopy's newest features. 

How Your Small Business Clients Should Prepare for Tax Season 2019

As you know, preparing tax returns for small business clients is a bigger task than preparing tax returns for individuals. There are more considerations and factors that have to be accounted for. While you can largely affect your small business client’s tax situation by offering your ser…

What Tax Season Will Look Like if the Government Shuts Down Again

The federal government was partially shut down from December 22-January 25, the longest shutdown in U.S. history. There were 800,000 government employees who were not getting paid, with 420,000 of them still being required to work. Forty-three percent of IRS workers were among furloughed…
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Canopy Tax Company Life and Culture

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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 Rod Gilbert, Jordan Ray and Josh Alvord.

  • How many employees does Canopy Tax have?

    Canopy Tax has 303 employees.

  • Who are Canopy Tax competitors?

    Competitors of Canopy Tax include WalkMe, Looker and Xtensio.

  • Where is Canopy Tax headquarters?

    Canopy Tax headquarters is located at 3300 N. Running Creek Way, Suite H-100 , 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.