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. 

TypePrivate
Founded2014
HQLehi, US
Websitegetcanopy.com
Employee Ratings4.3
Overall CultureB+

Latest Updates

Employees (est.) (Nov 2020)121(-1%)
Cybersecurity ratingAMore

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, US (HQ)
4100 Chapel Ridge Rd #400
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Canopy Tax Financials and Metrics

Summary Metrics

Founding Date

2014

Canopy Tax total Funding

$85 m

Canopy Tax latest funding size

$8 m

Time since last funding

a year ago

Canopy Tax investors

Canopy Tax's latest funding round in December 2019 was reported to be $8 m. In total, Canopy Tax has raised $85 m
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Canopy Tax Operating Metrics

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

Users

5 k
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Canopy Tax Cybersecurity Score

Cybersecurity ratingPremium dataset

A

94/100

SecurityScorecard logo

Canopy Tax Online and Social Media Presence

Embed Graph

Canopy Tax Company Culture

  • Overall Culture

    B+

    84/100

  • CEO Rating

    A+

    94/100

  • Compensation

    B+

    83/100

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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's the Difference Between CE and CPE Options? | Canopy

Your professional accounting qualifications speak on your behalf, letting clients know that you are an expert in different areas of accounting and taxation. From federal tax updates to management training to ethics, when you complete the requirements for your CE and CPE credits, you prov…

Canopy Innovation Summit 2020 Recap

On November 10 we kicked off our inaugural Innovation Summit. The agenda included topics such as the importance of adapting to change, how firms can practice everyday innovation, the future of practice management, and how Canopy has helped one firm to thrive in a digital environment. Spe…

Why Every Accounting Firm Needs a Workflow Management Software | Canopy

With so many productivity solutions available on the market, it can be tough to know which ones are necessary and which are not. At this point, you may have heard about workflow management systems, but do you really need one? In this article, we’re going to unpack all there is to know ab…

An Introduction to Client Accounting Services | Canopy

Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of accounting firms offering CAS by firm size was:  

How Clients Experience a Modern Accounting Firm | Canopy

Implementing modern accounting practice management software makes a huge difference for accounting professionals. We’ve dedicated more than a few blog posts to how modern software saves you time, helps you get more organized, and rescues you from the monotony of repetitive tasks like col…

How Canopy Can Help You Manage Your Firm | Canopy

Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your team is no easy feat but can be done with the right accounting practice management software.
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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 121 employees.

  • Who are Canopy Tax competitors?

    Competitors of Canopy Tax include CloudSphere, Infoplus Commerce 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.