Canopy Stock

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

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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


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


Kent Madsen

Internal Operations and Engineering

Skyler Lewis


bit - Feb, 25 2023

Portfolio Spotlight: Canopy

benzinga - Mar, 2 2022

Analyst Ratings For Canopy Gwth

journalofaccountancy - Aug, 4 2021

Ask the expert: Practice management

Wall Streets Journal - Apr, 7 2020

CNN Buys Canopy, Maker of News-Reader App

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