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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 tax software 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 35 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 35 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 →
MyTAXPrepOffice provides cloud-based professional tax software built for tax preparers and solo practitioners. The platform offers features including unlimited tax preparation and e-filing for federal and state returns, a client portal, remote signatures, an AI assistant for data extraction, and integrated bank products.
CrossLink provides tax software solutions designed for tax professionals to streamline the tax preparation process and improve business efficiency. Its platform includes features such as automated document data import, real-time tax research guidance, mobile client communication tools, and refund transfer options.
OLTPRO provides professional tax preparation software and related services for tax professionals and businesses in the United States.
Bloomberg Tax provides comprehensive tax research software and tools designed to help tax professionals stay up to date on legislation and streamline tax processes like rate reconciliation. The company serves tax industry professionals and organizations.
KDK Software provides tax filing, accounting, and compliance software solutions for tax professionals, SMEs, and corporates in India.
Orbitax is a global tax technology company headquartered in San Francisco, California. It provides an AI-powered platform that integrates international tax processes, enabling teams to operate with greater speed, consistency, and control for tax compliance.
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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