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Canopy Tax, Inc.
Canopy Tax, Inc. provides a cloud-based practice management and tax resolution software platform for accounting professionals. Headquartered in South Jordan, Utah, the company serves the financial and tax services market. It offers tools designed to streamline client management, document collection, and workflow automation.
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Canopy Tax, Inc. at a glance
Canopy Tax, Inc. is a saas company headquartered in United States. Its most recent funding round raised $36.5M in April 2025. Xcout tracks 16 named people at Canopy Tax, Inc., including Davis Bell (Chief Executive Officer). Xcout recorded 37 job postings from Canopy Tax, Inc. in the last 90 days.
Canopy Tax, Inc. leadership
- Davis BellChief Executive Officer
- Alison FullerChief Financial Officer
- Gordon RoylanceChief Technology Officer
- Jordan RayChief Revenue Officer
- Hanna BjornnSVP of Product
- Heather HurstSVP of Marketing
10 more named people on record for Canopy Tax, Inc., with roles, board committees and tenure — see the full roster →
Canopy Tax, Inc. funding rounds
The 5 most recent:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $36.5M | — | |
| SEC Form D filing | $20M | — | |
| — | $35M | 1 named | |
| SEC Form D filing | $22M | — | |
| SEC Form D filing | $8M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Canopy Tax, Inc.
Xcout recorded 37 job postings from Canopy Tax, Inc. in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Canopy Tax, Inc.'s hiring signals →
Investors
Canopy Tax, Inc. competitors
A few of Canopy Tax, Inc.'s closest competitors — see the full list of competitors and alternatives →
AdvancedMD is a medical software provider headquartered in South Jordan, Utah, offering practice management and electronic health record solutions to private medical practices.
Slant CRM is a privately held, AI-native customer relationship management platform founded in 2023 and headquartered in Lehi, Utah. The company provides tools tailored for financial advisors to automate tasks such as meeting recording, notetaking, follow-ups, and client reviews.
CaseWorthy, Inc. is a software development company headquartered in Salt Lake City that provides case management software for non-profits. The platform merges program data and operations to help service providers amplify their community impact.
AbacusNext provides practice management and cloud-hosted solutions tailored for legal and accounting professionals. Headquartered in San Diego, California, and backed by Providence Equity, the company delivers software and IT services to streamline office workflows.
Established in 2013 and located in Sugar Land, Texas, CStorePro develops cloud-based software solutions designed to simplify daily operational management, inventory tracking, and back-office tasks for convenience stores.
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More on Canopy Tax, Inc. in Xcout Intel
- 16 named people with titles, LinkedIn and board committees
- 8 funding rounds with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access