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.
The company's cloud-based platform offers client management, document management, workflow, and time and billing solutions, enabling firms to keep their teams organized, increase return on investment and create a connected client experience.
Total Funding: $153 M
Funding Stage: Funded
Business Stage: Scaling Up
Market: B2B
Company Size: 101 to 250
Founded: 2014
Dec 2021
- Canopy Raised $35M in Series B Funding
Aug 2021
- Conopy Integrated with QuickBooks Online
May 2021
- Canopy Collaborated with IRS on First API Integration
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