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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
Famous Travel Photographer Launches Art-Inspired Stroller Sun Canopy
Forbes - Apr, 9 2020
CNN Buys Canopy, Maker of News-Reader App
Wall Streets Journal - Apr, 7 2020
Canopy Gives TerrAscend An $80 Million Vote Of Confidence
Forbes - Mar, 11 2020
Canopy By Hilton Hotels Are Decor Goals And We Have The Pictures To Prove It
BuzzFeed - Feb, 19 2020
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