Company
Canopy
Canopy helps accountants build an autonomous firm
Also known as Canopy Tax, Canopy Tax, Inc.
- Status
- Operatingas of 2026-09-19
- Business model
- B2B
- Customers
- accounting firms
- Legal name
- Canopy Tax, Inc.
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Record updated 28 September 2026
About
Practice management software should bring together all of your practice’s mission-critical functions in one place. Our suite—like your tax, accountancy, or bookkeeping firm—is built around your clients, with Client Management as the foundation.
Funding snapshot
- Total raised
- $156MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $36.5M2025-04-10
Funding rounds
- Round, 2025
- $36.5M2025-04-10, SEC form D sold, 10 investors
- Round, 2024
- $20M2024-04-25, SEC form D sold, 18 investors
- Round, 2021
- $22M2021-03-17, SEC form D sold, 17 investors
- Round, 2020
- $8M2020-01-24, SEC form D sold, 11 investors
- Round, 2018
- $41.7M2018-03-16, SEC form D sold, 12 investors
- Round, 2017
- $18.6M2017-02-27, SEC form D sold, 7 investors
- Round, 2015
- $7M2015-06-04, SEC form D sold, 2 investors
- Round, 2014
- $2M2014-07-07, SEC form D sold, 5 investors
Products
- Android
- Canopy (opens in a new tab)
- Web
- Canopy Practice Management Suite
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