Search company, investor...

Founded Year

2014

Stage

Series D - II | Alive

Total Raised

$131.5M

Last Raised

$24M | 2 yrs ago

About Canopy Tax

Canopy is an accounting practice management software. It offers services such as client management, document management, practice management, and more. It was founded in 2014 and is based in Draper, Utah.

Headquarters Location

380 West Data Drive Suite 310

Draper, Utah, 84020,

United States

866-934-2714

CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
See how. Join a demo.
Join a demo
Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo
You're one click away from the most comprehensive, unmatched analyst expertise in tech, in-depth private company data and a platform that brings it all together.
Click Now. Join a live demo
Join a demo

Research containing Canopy Tax

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Canopy Tax in 2 CB Insights research briefs, most recently on May 10, 2023.

Expert Collections containing Canopy Tax

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Canopy Tax is included in 4 Expert Collections, including Regtech.

R

Regtech

1,453 items

Technology that addresses regulatory challenges and facilitates the delivery of compliance requirements. Regulatory technology helps companies and regulators address challenges ranging from compliance (e.g. AML/KYC) automation and improved risk management.

F

Fintech 250

498 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.

S

SMB Fintech

2,001 items

F

Fintech

8,088 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest Canopy Tax News

Cloud tax practice management startup Canopy raises $35M

Dec 9, 2021

Cloud tax practice management platform startup Canopy Tax Inc. today announced it has raised $35 million in new funding to accelerate its mission to become the default operating system for accounting firms. Ten Coves Capital led the Series BB round. Also participating in the round were NewView Capital, Pelion Partners, Tenaya Capital and Ankona Capital. Founded in 2014, Canopy […] The post Cloud tax practice management startup Canopy raises $35M appeared first on SiliconANGLE.

Canopy Tax Frequently Asked Questions (FAQ)

  • When was Canopy Tax founded?

    Canopy Tax was founded in 2014.

  • Where is Canopy Tax's headquarters?

    Canopy Tax's headquarters is located at 380 West Data Drive, Draper.

  • What is Canopy Tax's latest funding round?

    Canopy Tax's latest funding round is Series D - II.

  • How much did Canopy Tax raise?

    Canopy Tax raised a total of $131.5M.

  • Who are the investors of Canopy Tax?

    Investors of Canopy Tax include Pelion Venture Partners, Tenaya Capital, NewView Capital, Ankona Capital, Ten Coves Capital and 10 more.

  • Who are Canopy Tax's competitors?

    Competitors of Canopy Tax include Billtrust, AvidXchange, Invoice2go, Bench, Dext and 8 more.

CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
See how. Join a demo.
Join a demo
Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo

Compare Canopy Tax to Competitors

Billtrust Logo
Billtrust

Billtrust (NASDAQ: BTRS) provides automated order-to-cash solutions. It offers cash application solutions, e-commerce, invoicing, payments, and more. The company serves transportation, machinery, distribution, manufacturing, medical equipment, technology, legal, and staffing industries. The company was founded in 2001 and is based in Lawrenceville, New Jersey.

Kyriba Logo
Kyriba

Kyriba offers cloud-based Proactive Treasury Management solutions and delivers cash management technology to CFOs, treasurers, and financial professionals. The company's secure and scalable SaaS treasury, bank connectivity, risk management, and supply chain finance solutions enable organizations to drive corporate growth, obtain critical financial insights, minimize fraud, and ensure compliance.

C
ContaAzul

ContaAzul offers software-as-a-service accounting and invoicing solutions for small businesses. Its services include quotes by email, contract management, sales management, electronic invoice management, and more. It was founded in 2012 and is based in Joinville, Brazil.

Bench Logo
Bench

Bench provides digital bookkeeping and tax filing platform for small businesses. The company offers a wide range of services such as monthly bookkeeping, tax advisory, customized bookkeeping plans, and more. It was formerly known as 10Sheet. It was founded in 2012 and is based in Vancouver, Canada.

Silverfin Logo
Silverfin

Silverfin develops an automated accounting platform. It offers workflow automation, collaboration, advisory services, and more. It was founded in 2013 and is based in Gent, Belgium.

Dext Logo
Dext

Dext develops and provides bookkeeping automation software. It creates software to automate accounting processes such as the collection of receipts and invoices for small businesses. Dext was formerly known as Receipt Bank. It was founded in 2010 and is based in London, United Kingdom.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Join a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.