Canopy is professional tax software for the modern accounting practice. It is the easiest way for tax practitioners to manage their tax workflow.

Canopy creates tax and accounting software that simplifies your practice so you can help more clients.

Canopy was founded in 2014 by Kurt Avarell and is based in Lehi, Utah.

Canopy automates busywork and connects your entire tax practice so you can focus on what’s important. It hosts an entire ecosystem of products all working together so you can enhance the efficiency of your practice while building stronger connections with your clients.

Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to project management.


Canopy provides a more transparent and connected experience for your clients with tools that improve communication and information sharing. Its built-in automation, you can ditch repetitive tasks and leverage real-time analytics to advise your clients on the best course of action. Canop is entirely cloud-based, which allows you to run your practice from any device, wherever there’s a wifi connection. It’s the end of costly hardware, maintenance, and IT resources.


Canopy is backed by investors including New Enterprise Associates, NewView Capital, Pelion Venture Partners, Nyca Partners, & Tenaya Capital among others. The company raised $13M from a latest financing on Dec 04, 2019. This brings Canopy's total funding to $85M to date.



  • Year founded: 2014
  • Funding Info: $88M over 5 Rounds (Latest Funding Type: NA)
  • Yearly Revenue: $10M-$20M (2019)
  • Employee Size: 201-500
  • Business Valuation: NA
  • City/Town: Lehi
  • State: Utah
  • Country: United States
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