Canopy is an all-in-one practice management platform for accounting and tax firms. See 2026 pricing, features, pros and cons, and how it differs from Canopy…
Canopy's origin story is closely tied to its founder. Kurt Avarell worked as a tax attorney on Wall Street from roughly 2008 to 2010, and it was pro bono tax resolution casework during that period that exposed him to how little modern software existed to help practitioners manage tax resolution cases. Rather than accepting the status quo of spreadsheets and generic practice-management tools, Avarell began programming what would become Canopy himself, working out of his basement before formally launching the company as Beanstalk in March 2014. Beanstalk raised 2 million dollars in seed funding from New Enterprise Associates, EPIC Ventures, Deep Fork Capital, and angel investor Jim Engebretsen, giving the fledgling company enough runway to build out a real product.
In 2015, the company rebranded from Beanstalk to Canopy, closing an 8 million dollar Series A round, again led by NEA with participation from EPIC Ventures and Deep Fork Capital. Avarell continued to lead the company through its early growth phase before handing the CEO role to Davis Bell, a technology executive from Utah's Silicon Slopes tech corridor, in December 2019, alongside a 13 million dollar funding round. Since then, Canopy has continued to raise capital, with reported total funding of approximately 292 million dollars, including a 70 million dollar round in April 2025 that the company has said is partly aimed at building out AI capabilities across the platform.
Because the name Canopy is shared by more than one company in the software space, it's worth being explicit about which one this profile covers. This entry describes Canopy at getcanopy.com, the practice management platform for accounting and tax firms described above. A separate and unrelated company, Canopy Connect, operates at usecanopy.com and offers a very different product: an API that lets insurtech, fintech, and insurance companies pull structured policy, premium, deductible, and declaration-page data directly from over 400 insurance carriers, often described in the market as a Plaid-style data connector for property and casualty insurance. Canopy Connect has no ownership or product relationship with the accounting-focused Canopy covered here; they simply share a brand name in different verticals.
This kind of naming collision is common enough in software that it's worth double-checking before signing a contract, comparing reviews, or citing pricing: search results, review sites, and even some directories can blend the two together under a single Canopy listing. For accounting and tax firms specifically, getcanopy.com is the relevant product; for developers building insurance data integrations, usecanopy.com and its Canopy Connect API are the relevant product.
No. Canopy (getcanopy.com) is a practice management platform for accounting and tax firms. Canopy Connect (usecanopy.com) is a separate, unrelated company that provides an API for pulling insurance policy data from carriers. They only share a brand name.
Canopy was founded by Kurt Avarell, a former Wall Street tax attorney, in March 2014 under the original name Beanstalk, rebranding to Canopy in 2015.
As of 2026, published tiers run from around 74 dollars per user per month (Standard, billed annually) up to around 149 dollars per user per month (Premium), with custom Enterprise pricing above that and various paid add-on modules.
Davis Bell has served as CEO since December 2019, succeeding founder Kurt Avarell.
Canopy is built for accounting, tax, and bookkeeping firms of all sizes, from solo practitioners to large multi-location and specialized tax resolution firms.
Yes. Because the founder's original inspiration came from tax resolution casework, Canopy includes dedicated tax resolution features, including transcript and notice management, available as a paid add-on.
Canopy has raised approximately 292 million dollars in total venture funding as of 2025, including a 70 million dollar round in April 2025, from investors including New Enterprise Associates, Tenaya Capital, and Pelion Venture Partners.
Canopy directs prospective customers to book a demo and does not publish a self-serve free trial; pricing is transparent on its plans page but tailored quotes are available for Enterprise needs.