CANOPY

canopy-logo

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.

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CANOPY

Social Links:

Industry:
Accounting CRM Information Technology SaaS Small And Medium Businesses Software

Founded:
2014-03-14

Address:
Draper, Utah, United States

Country:
United States

Website Url:
http://www.getcanopy.com

Total Employee:
101+

Status:
Active

Contact:
866.934.2714

Email Addresses:
[email protected]

Total Funding:
153.03 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt Google Tag Manager Content Delivery Network Nginx Amazon


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Current Advisors List

stewart-gollmer_image

Stewart Gollmer Board OF director @ Canopy
Board_member
2018-05-01

kent-madsen_image

Kent Madsen Investor @ Canopy
Board_member
2014-06-01

kurt-avarell_image

Kurt Avarell Board Member @ Canopy
Board_member

brian-crofts_image

Brian Crofts Board Member @ Canopy
Board_member
2020-08-01

Current Employees Featured

jordan-ray_image

Jordan Ray
Jordan Ray Chief Revenue Officer @ Canopy
Chief Revenue Officer
2019-04-01

davis-bell_image

Davis Bell
Davis Bell Chief Executive Officer @ Canopy
Chief Executive Officer
2019-12-01

larry-furr_image

Larry Furr
Larry Furr Chief Product Officer @ Canopy
Chief Product Officer
2019-12-01

gordon-roylance_image

Gordon Roylance
Gordon Roylance Senior Vice President Of Engineering @ Canopy
Senior Vice President Of Engineering
2021-07-01

camille-lewis_image

Camille Lewis
Camille Lewis VP of People Operations @ Canopy
VP of People Operations
2021-07-01

chad-packard_image

Chad Packard
Chad Packard Investor @ Canopy
Investor
2017-02-01

not_available_image

Matt McNulty
Matt McNulty Revenue Operations Manager @ Canopy
Revenue Operations Manager
2021-08-01

not_available_image

Matt McNulty
Matt McNulty Interim Head of Revenue Operations @ Canopy
Interim Head of Revenue Operations
2021-01-01

Founder


kurt-avarell_image

Kurt Avarell

Investors List

ankona-capital-partners_image

Ankona Capital Partners

Ankona Capital Partners investment in Venture Round - Canopy

pelion-venture-partners_image

Pelion Venture Partners

Pelion Venture Partners investment in Venture Round - Canopy

tenaya-capital_image

Tenaya Capital

Tenaya Capital investment in Venture Round - Canopy

newview-capital_image

NewView Capital

NewView Capital investment in Venture Round - Canopy

ten-coves-capital_image

Ten Coves Capital

Ten Coves Capital investment in Venture Round - Canopy

pelion-venture-partners_image

Pelion Venture Partners

Pelion Venture Partners investment in Series C - Canopy

newview-capital_image

NewView Capital

NewView Capital investment in Series C - Canopy

ankona-capital-partners_image

Ankona Capital Partners

Ankona Capital Partners investment in Series C - Canopy

tenaya-capital_image

Tenaya Capital

Tenaya Capital investment in Series C - Canopy

tenaya-capital_image

Tenaya Capital

Tenaya Capital investment in Venture Round - Canopy

Official Site Inspections

http://www.getcanopy.com Semrush global rank: 609.8 K Semrush visits lastest month: 73.88 K

  • Host name: 104.21.2.85
  • IP address: 104.21.2.85
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "Canopy"

Canopy | The #1 Practice Management Software for Accounting โ€ฆ

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Support & Contact - Canopy

How can I reach out? Our Customer Experience team is available Monday through Friday, between 9 AM to 5 PM EST. Within business hours we generally respond within just a few โ€ฆSee details»

Adding New Team Members | Canopy Knowledge Base

Letโ€™s learn the steps to inviting team members to Canopy! To invite new team members: Go to your profile. Click Settings. Locate Team Organization on the left-hand pane and click it. Youโ€™ll โ€ฆSee details»

Why Canopy | The #1 Accounting Practice โ€ฆ

Send, view, organize, and act on all email communications from within Canopy. Conversations in every contextโ€”email, projects, documents, clients. Your firm's and clients' data are protected by best in class standards. Easily upload, store, โ€ฆSee details»

Get Canopy Help Center

Learn more about Canopy products, how to use and maintain them to improve your space! Want to return your unit?See details»

How can I reach out? - help.getcanopy.co

Our Customer Experience team is available Monday through Saturday, between 9 AM to 5 PM EST. Within business hours we generally respond within just a few hours, but please feel free โ€ฆSee details»

Set up your Canopy Account and Customize Settings

Managing Team Organization Here is where you can see and manage all of your firm's users in Canopy. You can change their permission sets, see when they last logged in, and view and โ€ฆSee details»

GetCanopy Inc. - LinkedIn

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Setting Access & Permissions | Canopy Knowledge Base

In total, you have access to six (6) preset permissions that can be applied to team members: Heads-up! By default, only Admin users are allowed to create custom permissions for the โ€ฆSee details»

About Our Company | Canopy

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Assign Access and Permissions | Canopy Knowledge Base

All Canopy users have access to six (6) preset permission sets that can be applied to team members. You can create and tune your own permission sets with custom access to fit your โ€ฆSee details»

Free CPE Courses. Self-Study with Canopy. - getcanopy.com

Complete your credit requirements with Canopy, for free! Earn credits with unlimited, self-study video courses and webinars. Access a wide variety of highly-rated content taught by top โ€ฆSee details»

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Enroll in Canopy Payments | Canopy Knowledge Base

Make payments and process them within Canopy using Canopy Payments to create an all-in-one billing solution for your practice. You need to enroll in Canopy Payments to process ACH and โ€ฆSee details»

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