Canopy provides a firm-wide operating system for professional services companies, offering solutions for client engagement, document management, workflow, and time & billing.

Doug McLean

Kurt Avarell

Canopy

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. 

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

With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. 

Everything we do revolves around improving the quality of life for accounting and tax professionals. 

Ankona Capital Partners

Ten Coves Capital

Tenaya Capital

NewView Capital

Pelion Venture Partners

New Enterprise Associates

Nyca Partners

The evolution of accounting is in the mindset and tools. Use the tools that make your life easier. Unclunk your accounting firm with Canopy's all-in-one practice management solution.

By knowing what to do in the most common IRS notices, you can build trust with your current clients, keep them out of hot water, and save yourself future trouble. Take this course today! 

🔗:https://ow.ly/QRg950SYQt2

“Firms we talk to often come to us with 15 or more softwares that they are using. Canopy can usually reduce that down to just a few.” 

Check out Canopy's presentation today from 12:30-12:45 CT.

Katie Thomas, CPA  talks about balancing the way you manage a brand to ensure that firms can achieve quick results while also establishing a lasting, reputable presence. 

https://ow.ly/ApnJ50T28u9

Get all of your questions about our insights feature answered in this 7 minute video!

Getting Started with AI doesn’t have to be overwhelming:

	1.	Start Small: Begin with a tool that meets your immediate needs
	2.	Leverage Training: Take advantage of tutorials and webinars
	3.	Stay Informed: Keep up with AI developments in accounting
	4.	Engage with Peers: Learn from others who’ve integrated AI

AI is transforming the accounting landscape. Embrace it and enhance your work! 

#AIinAccounting #AI #AccountingTechnology

Metric
Company Name	Canopy
Symbol
MSH ID	COM:GETCANOPY
Market	PRIVATE
Sector	Technology
Industry	Business Software & Services
Country	US
Stage
Employee Count	199
Website	getcanopy.com
LinkedIn	canopy-inc
Founders

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Enterprise Value
Monthly Web Traffic	143.40K
Web Traffic Growth	0.17
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COM:GETCANOPY

Canopy

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