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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

  • Rod-Bio

    Rod Gilbert

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

    Jordan-Bio

    Jordan Ray

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

    Josh-Bio

    Josh Alvord

    Josh builds healthy, high-performing customer teams at scale. He’s helped build teams at startups from Silicon Valley to Silicon Slopes.

  • Nate-Bio

    Nate Barrett

    Nate has over 20 years of experience building products that people love. He’s always been a passionate consumer advocate across a wide variety of software categories.

    Andrea-Bio

    Andrea Ibanez

    Andrea is a senior business leader who has focused her career on building, scaling and accelerating business through talent acquisition and retention.

    James-Bio

    James Sukhan

    James rose fast in one of the most competitive industries to become a thought leader in building and inspiring sales teams.

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.