Canopy Tax

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Canopy is a cloud-based practice management platform for tax professionals

What is Canopy Tax?

Canopy is a cloud-based practice management platform for tax professionals. It allows tax professionals to connect every element of their practice with features ranging from CRM to project management. Its products include Practice Management, allowing to automate workflows, track time on projects and manage files; Tax Resolution that simplifies data gathering and recommends the smartest solution for cases with liens, levies, Penalty Abatement; and other tools. 

Company details
Name Canopy Tax
Founded 2014
CEO Davis Bell
Employees 0
(+0%)
Company culture 4.5
HQ location United States
Locations United States
Award and certifications
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Revenue 2020 ($m) -
(+0%)
Total funding ($m) 85
Cyber security rating 91
Certificates -

Canopy Tax Capabilities

Integration partners
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