wsj
forbes
fortune
accounting today
practice advisor

Our Story

Our Story Image

Canopy was born from a simple realization by a Wall Street tax attorney. His epiphany: the tax industry is drastically behind when it comes to simple software solutions that address the specific challenges of a modern tax practice.

From that realization we’ve built a cloud-based suite that works to eliminate any element of tax work that doesn’t utilize the strategic and analytical skills of tax professionals and accountants.

We want to give accountants more flexibility and freedom to run their practice the way they want. We’re opening new possibilities for collaboration between team members within their practice, stronger connections with clients, and greater understanding with the IRS.

We’re creating environments where meetings are less about getting on the same page, and more about drawing from expertise and finding smart and strategic solutions

In a nutshell, we want to elevate every tax professional’s role as trusted advisor to their clients.

Leadership Team

  • Jordan-Bio

    Jordan Ray
    Chief Revenue Officer

    Jordan joined Canopy in its earliest days. He brings decades of experience in business development and a passion for tacos and camper vans.

    Jordan-Bio

    Jordan Ray
    Chief Revenue Officer

    Jordan joined Canopy in its earliest days. He brings decades of experience in business development and a passion for tacos and camper vans.

    close-icon
  • Rod-Bio

    Rod Gilbert
    VP of Engineering

    Rod was the brains behind Canopy’s earliest software development. Deploying daily is one of his favorite pastimes.

    Rod-Bio

    Rod Gilbert
    VP of Engineering

    Rod was the brains behind Canopy’s earliest software development. Deploying daily is one of his favorite pastimes.

    close-icon
  • Larry Furr

    Larry Furr
    VP of Product

    Larry inspires the teams that turn the company’s vision into reality. He loves attending rock concerts and delivering products that delight Canopy’s customers.

    Larry Furr

    Larry Furr
    VP of Product

    Larry inspires the teams that turn the company’s vision into reality. He loves attending rock concerts and delivering products that delight Canopy’s customers.

    close-icon
  • Nate Soffe

    Nate Soffe
    VP of Sales

    Nate’s first sales job was selling homemade lollipops out of his backpack in the 5th grade. Since then, he's applied that drive to helping clients use software to improve inefficiencies and solve problems.

    Nate Soffe

    Nate Soffe
    VP of Sales

    Nate’s first sales job was selling homemade lollipops out of his backpack in the 5th grade. Since then, he's applied that drive to helping clients use software to improve inefficiencies and solve problems.

    close-icon
  • Nick

    Nick Vasquez
    Director of Finance

    Ex-management consultant turned SaaS finance guru, you can typically find Nick tinkering under the hood of Canopy's financial model or one of his classic cars.

    Nick

    Nick Vasquez
    Director of Finance

    Ex-management consultant turned SaaS finance guru, you can typically find Nick tinkering under the hood of Canopy's financial model or one of his classic cars.

    close-icon
  • Camille

    Camille Lewis
    Director of People

    Camille is passionate about aligning the employee experience with company strategy. She brings experience in building teams and leading strategic culture initiatives.

    Camille

    Camille Lewis
    Director of People

    Camille is passionate about aligning the employee experience with company strategy. She brings experience in building teams and leading strategic culture initiatives.

    close-icon
  • Lincoln_Flemming

    Lincoln Fleming
    Director of Tax

    Lincoln has utilized his accounting skills on three different continents at some of the most prestigious public accounting, banking, and software development companies.

    Lincoln_Flemming

    Lincoln Fleming
    Director of Tax

    Lincoln has utilized his accounting skills on three different continents at some of the most prestigious public accounting, banking, and software development companies.

    close-icon
  • Jeff Kinsel

    Jeff Kinsel
    Director of CS

    Jeff oversees the customer retention and satisfaction at Canopy. Solving pain for customers and helping them grow their businesses effectively makes coming to work worth it.

    Jeff Kinsel

    Jeff Kinsel
    Director of CS

    Jeff oversees the customer retention and satisfaction at Canopy. Solving pain for customers and helping them grow their businesses effectively makes coming to work worth it.

    close-icon

Company History

  • March 2018 | Series 1-B Funding

    NEA leads in $30M series 1-B financing along with Wells Fargo Strategic Capital, Pelion Ventures, University Growth Fund, and EPIC Ventures.

  • March 2017 | Series B Funding

    Pelion leads $20M Series B financing to Canopy, together with NEA, Deep Fork Capital, and Epic Ventures.

  • 2016 | Year of massive growth

    Paid customer accounts grow 1900% in 12 months.

  • Summer 2016 | New product

    Practice Management makes its debut to the product lineup.

  • June 2015 | Series A Funding

    NEA leads $8M Series A financing to Canopy, together with Deep Fork Capital and Epic Ventures

  • March 2015 | Signups Explode

    The number of firms on our waiting list grows to 700+ accounting firms – entirely by word of mouth.

  • June 2014 | Seed Funding

    NEA leads $2M seed round in Canopy (formerly Beanstalk), together with Deep Fork Capital and Epic Ventures. We open a waiting list on the website.

  • 2014 | Canopy (formerly Beanstalk) is founded

    Kurt Avarell begins coding the first version of Canopy in his basement after leaving his career as a tax attorney on Wall Street.