CANOPY
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.
CANOPY
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
Similar Organizations
Airman
AIRMAN is Cloud-based Airport Management Software available on a very simple, economical Saas Subscription Service.
Big Red Pin
Big Red Pin is an IT company building a platform that will help businesses turn raw data into meaningful information about people.
QuanticVision
QuanticVision is a SaaS-based company that offers communication solutions between companies and customers.
Rood Financial Services
Rood Financial Services is a cloud-based bookkeeping and accounting platform focused on helping small businesses.
Simplebots
Simplebots is a SaaS-based platform that creates simple applications.
SWEVEN
SWEVEN is a cloud-based SaaS platform that enables the efficient & cost-effective management of any type of work in a variety of industries.
Current Advisors List
Current Employees Featured
Founder
Investors List
Ankona Capital Partners
Ankona Capital Partners investment in Venture Round - Canopy
Pelion Venture Partners
Pelion Venture Partners investment in Venture Round - Canopy
Tenaya Capital
Tenaya Capital investment in Venture Round - Canopy
NewView Capital
NewView Capital investment in Venture Round - Canopy
Ten Coves Capital
Ten Coves Capital investment in Venture Round - Canopy
Pelion Venture Partners
Pelion Venture Partners investment in Series C - Canopy
NewView Capital
NewView Capital investment in Series C - Canopy
Ankona Capital Partners
Ankona Capital Partners investment in Series C - Canopy
Tenaya Capital
Tenaya Capital investment in Series C - Canopy
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

More informations about "Canopy"
Canopy | The #1 Practice Management Software for Accounting โฆ
CPE Earn free CPE and CE credits with self-study video courses. Ebooks In-depth research that takes you into the inner workings of accounting. Company Info Who we are, what matters to โฆSee 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, view and โฆSee details»
Client Management Software | Canopy - getcanopy.com
Let Canopy take care of requests and reminders. Your team can focus on building positive relationships. Manage your entire client lifecycle in one place. Proposal to Payment, Faster.See details»
Take A Tour - Canopy
SEE HOW FIRMS USE CANOPY. See how Canopy saves accounting firms 4 hours a week. Discover real stories of firms like yours that are fixing workflows, reducing tech stacks, and โฆSee details»
Manage your Clients & Contacts | Canopy Knowledge Base
Clients can be organized into client groups, allowing you to seamlessly invoice, or share documents with multiple clients under the same organization.See details»
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 โฆSee details»
Adding New Team Members | Canopy Knowledge Base
Letโs 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. Youโll โฆSee details»
Why Canopy | The #1 Accounting Practice โฆ
Send, view, organize, and act on all email communications from within Canopy. Conversations in every contextโemail, projects, documents, clients. Your firm's and clients' data are protected by best in class standards. Easily upload, store, โฆSee 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 โฆSee 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 โฆSee details»
GetCanopy Inc. - LinkedIn
Our team specializes in creating solutions for clients across many different industries. GetCanopy was born out of a desire to provide better, more personalized service.See details»
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 โฆSee details»
About Our Company | Canopy
Canopy AI Donโt waste brainpower on tasks that shouldnโt need it. Engagements & Proposals So much more than just a letter, document, or quote. eSignatures Simple & unlimited document โฆSee details»
GetCanopy - Overview, News & Similar companies | ZoomInfo.com
View GetCanopy (www.getcanopy.ca) location in United States , revenue, industry and description. Find related and similar companies as well as employees by title and much more.See details»
Account & Subscription Management - Canopy
At Canopy, our mission is to enhance both your living space and your well-being. We're all about self-care and creating an environment that supports your best life. We've designed our โฆSee details»
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 โฆSee 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 โฆSee details»
Here's why bird flu fears are intensifying - NPR
21 hours agoย ยท Efforts to contain the virus are falling short. A teenager in Canada is in critical condition after an unexplained infection. And the arrival of flu season has scientists on edge.See details»
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 โฆSee details»