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.

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HQLehi, US
Size (employees)300 (est)+7%
Canopy Tax was founded in 2014 and is headquartered in Lehi, US
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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, (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

How to Build the Perfect Buyer Persona Based on Your Ideal Client

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you could be losing out on effective marketing, missing opportunities, and even be making mistakes on establishing…

Feature Update: Knowledge-Based Authentication

Canopy’s eSign helps you securely and seamlessly create an authoritative and instant agreement between you and your clients on any of your documents, and it just got better. With dynamic knowledge-based authentication (KBA)—an enhanced identity verification method required by the IRS—Can…

Canopy Product Highlight: November 2018

We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring Invoices, Custom Branding, Accounts Receivable Aging Reports, and KBA for eSign. Check out the video for more informa…

10 Creative Ways to Market Your Firm Going into Next Tax Season

If you want to attract more clients and bring in more business going into next tax season, you’ll want to focus on your marketing efforts. To stand out from the competition, accounting and tax firms must be more creative than ever to reach potential clients. When you incorporate creative…

How to Keep Millennial Employees Happy

By 2020, millennials will make up 50% of the workforce, yet only 29% of them say they are engaged at work, and 60% say they are open to new job opportunities. What does this mean for your firm? It means if you want to retain your millennial employees, you need to start paying attention t…

3 Tips for Using Instagram for Your Tax Practice

Instagram shouldn’t be overlooked when developing your social media strategy. It’s rapidly gaining popularity, and Instagram influencers are popping up in all different industries. Instagram can be a creative way to reach out to your current and potential clients and show them more of yo…
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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 300 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.