Canopy
Modular practice management for accounting firms from Utah: client engagement, documents, workflow, time and billing and tax resolution, with more than $230m raised including a $70m Series C in 2025.
| Founded | 2014, Lehi, Utah |
|---|---|
| Founders | Kurt Avarell (former Wall Street tax attorney); Davis Bell is CEO |
| Ownership | Private; more than US$230m raised across 14 rounds; Series C US$70m, April 2025 |
| Customers | Thousands of US accounting and tax firms |
| What it does | Client engagement platform as the base, with add-on modules for document management, workflow, time and billing, and its original tax resolution product |
| Recent moves | US$70m Series C in 2025; AI features across documents and client communication; modular repricing |
| Pricing | Base platform US$150 a month, then modules per user per month: documents US$36, workflow US$32 to US$35, time and billing US$22 to US$25; bundles US$45 to US$66 per user |
| Markets | US |
| Peers | TaxDome, Karbon, Financial Cents, Aiwyn, Anchor |
Why it matters
Canopy is the most heavily funded of the firm practice management vendors, with more than $230 million raised, and it took another $70 million in 2025 to compete with TaxDome’s bootstrapped scale and Karbon’s mid-market push. Its modular pricing is the main thing firms weigh against the all-in-one rivals.
Updated September 2026.
Part of Accountio’s accounting technology coverage.
