Canopy is a simple yet robust practice management and tax resolution software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal including a client-facing mobile app and more. Try out a modern, seamless workflow built specifically for accounting professionals at getcanopy.com.
Location: United States, Utah, Draper
Employees: 51-200
Total raised: $151M
Founded date: 2014
Investors 2
| Date | Name | Website |
| - | EPIC Ventu... | epicvc.com |
| - | Pelion Ven... | pelionvp.c... |
Funding Rounds 4
| Date | Series | Amount | Investors |
| 29.04.2025 | Series C | $70M | - |
| 13.05.2024 | - | $35M | - |
| 08.12.2021 | - | $35M | - |
| 05.07.2021 | - | $11M | - |
Mentions in press and media 19
| Date | Title | Description |
| 02.05.2025 | Canopy's $70 Million Leap: Transforming Accounting with AI | In the bustling world of finance, change is the only constant. Canopy, a pioneer in accounting practice management, has just secured a hefty $70 million in Series C funding. This investment, led by Viking Global Investors, is a bold step to... |
| 30.04.2025 | Canopy Raises $70M in Series C Funding | Canopy, a Salt Lake City, UT-based provider of a firm-wide operating system for accounting, raised $70M in Series C funding. The round was led by Viking Global Investors with participation from existing investors Ten Coves Capital, Ankona C... |
| 29.04.2025 | Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI | Viking Global Investors Leads Round to Double Down on AI Product Investment SALT LAKE CITY–(BUSINESS WIRE)–April 30, 2025– Canopy, the firm-wide operating system designed to help accountants operate the accounting firm of the future, has an... |
| 23.04.2025 | Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI | Canopy Accounting Practice Management Software Viking Global Investors Leads Round to Double Down on AI Product Investment Our mission is to help accountants apply their expertise to delivering real value to clients–with AI we’re now automa... |
| 13.05.2024 | Canopy Raises $35M in Funding | Canopy, a South Jordan, UT-based provider of a firm-wide operating system for accountants, raised $35M in funding. The round was led by Ten Coves Capital and Ankona Capital, with participation from Pelion Venture Partners, Tenaya Capital, a... |
| 21.04.2023 | Canopy Launches ChatGPT AI in Accounting Practice Management Software | Canopy Accounting Practice Management Software Canopy announces the integration of ChatGPT AI in its all-in-one accounting practice management solution. Adding AI inside of Canopy to increase email efficiency is a simple step with a lot of ... |
| 08.12.2021 | Canopy Raises $35M in Series BB Funding | Canopy, a Draper, UT-based accounting practice management platform, raised $35M in Series BB funding. The round was led by Ten Coves Capital with participation from NewView Capital, Pelion Partners, Tenaya Capital, and Ankona Capital. The c... |
| 08.12.2021 | Cloud tax practice management startup Canopy raises $35M Show your support for our mission by joining our Cube Club and Cube Event Community of experts. Join the community that includes Amazon Web Se... | Cloud tax practice management platform startup Canopy Tax Inc. today announced it has raised $35 million in new funding to accelerate its mission to become the default operating system for accounting firms. Ten Coves Capital led the Series ... |
| 18.10.2021 | Why And How To Measure Your Company’s Employee Net Promoter Score | Davis serves as CEO of Canopy, the award-winning cloud-based practice management platform servicing accounting professionals. |
| 22.07.2021 | Five Common Mistakes Made By Early Stage Software Startup Founders | Davis serves as CEO of Canopy, the award-winning cloud-based practice management platform servicing accounting professionals. |
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