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Canopy Stock

Canopy is the easiest way for tax practitioners to manage their tax workflow.

About Canopy Stock

Canopy is the easiest way for tax practitioners to manage their tax workflow. Elegantly store all your client email discussions in one place. Nothing to download or install. Your client doesn't even need to log in. Email threads are stored automatically for later reference. Easily track meeting times, events, and deadlines. Share these events with your team to keep everybody on task. Easily store private files and share files with your clients. Canopy will even discover, sort, and add your email attachments to the correct client matter, automatically. Never lose track of a file again. Keep your client notes nice and tidy. Post reminders, phone numbers, and other client materials for access at any time, from anywhere. In addition, Canopy has a suite of tax resolution tools that tracks client history, auto-fills complicated IRS forms like the Form 433-A and Form 433-B, and analyzes your client's personal or business circumstances for payment plans, offers in compromise, and currently non-collectible status.

Funding History

July 2014$2.0M
June 2015$8.0M
March 2017$20.0M
March 2018$30.0M
May 2018$12.0M
December 2019$5.0M
December 2019$8.0M

Management

VP of Engineering

Rodney Gilbert

Product Designer

Nick Bluth

CEO and Founder

Kurt Avarell

VP of Product

Nate Barrett

VP of Marketing

Jordan Ray

VP of Customer Success

Josh Alvord

Investor

Kent Madsen

Internal Operations and Engineering

Skyler Lewis

Press

Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from Canopy or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

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