Canopy

Canopy is a cloud-based practice management platform founded in 2014 and headquartered in the United States. With the slogan "The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.", Canopy aims to simplify accounting practices and enable professionals to serve more clients. The company's offering includes a range of features, from CRM to task automation, all designed to streamline accounting and tax practices. Its free Transcripts tool allows users to pull IRS transcripts in as little as 2 minutes, demonstrating a commitment to efficiency. In May 8, 2024, Canopy secured a $35.00M Series C investment from a group of prominent investors including Pelion Venture Partners, Ankona Capital, Tenaya Capital, New View Capital, and Ten Coves Capital. Canopy's focus on improving the quality of life for accounting and tax professionals positions it as a significant player in the Analytics, Financial Services, Payments, CRM, and Sales industries.