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Canopy Tax, Inc. competitors & alternatives
The 12 closest competitors and alternatives to Canopy Tax, Inc. among saas companies — ranked by similarity to what Canopy Tax, Inc. actually does, not by market-cap band.
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About 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.
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 →
Top 12 Canopy Tax, Inc. competitors
Ranked by semantic similarity — how close each company is to Canopy Tax, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar saas company
AdvancedMD is a medical software provider headquartered in South Jordan, Utah, offering practice management and electronic health record solutions to private medical practices.
Similar saas company
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.
B2B Software
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.
Software
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.
Similar saas company
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.
Payroll Software
Wagepoint provides cloud-based payroll software and services tailored for small businesses, accountants, and bookkeepers in Canada.
Software
Avalara, Inc. is a privately held company founded in 2004 that provides corporate tax software and business license services, with its headquarters located in North Carolina.
Software - Application
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
Software
Suralink, Inc. is a technology company with its main headquarters located in Salt Lake City, Utah, providing integrated workflow and collaboration solutions.
Software
Vision Perfect Software, Inc. is a software company headquartered in Riverton, Utah, that develops industry-specific software solutions.
Software as a Service (SaaS)
Fortnox provides a cloud-based platform for accounting, invoicing, payroll, and financial management services for businesses and accounting firms.
Business Software
Founded in 2001 and headquartered in Lehi, Utah, eFileCabinet, Inc. offers a suite of document management software and file-sharing products designed to help businesses digitally store records.
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