We detected 2,492 customers using Canopy and 38 companies that churned or ended their trial. The most common industry is Accounting (91%) and the most common company size is 2-10 employees (69%). Our methodology involves discovering URLs with known URL patterns through web crawling, certificate transparency logs, or modifications to subprocessor lists.
Note: We only detect companies that started a client portal with Canopy
About Canopy
Canopy provides cloud-based practice management software for accounting and tax firms that consolidates client management, document management, workflow automation, billing, time tracking, and CRM into one AI-enhanced platform.
🔧 What other technologies do Canopy customers also use?
Source: Analysis of tech stacks from 2,492 companies that use Canopy
Commonly Paired Technologies
i
Shows how much more likely Canopy customers are to use each tool compared to the general population. For example, 287x means customers are 287 times more likely to use that tool.
I noticed that companies using Canopy are overwhelmingly accounting and tax preparation firms. The presence of TaxDome appearing 400 times more frequently than normal is the clearest signal here. This is tax practice management software, which tells me Canopy itself likely serves the accounting profession. KeeperHQ, a password manager built specifically for accountants and their clients, reinforces this pattern. These companies handle sensitive financial data for multiple clients simultaneously, which explains their specific tool choices.
The pairing of Sharefile with Canopy makes perfect sense for accounting workflows. Tax professionals need to exchange confidential documents with clients constantly, from W-2s to business financial statements, and Sharefile provides secure file sharing that meets compliance requirements. Meanwhile, Intune appearing 3.3 times more often suggests these firms take security seriously at the device management level, which is essential when employees access sensitive client data from various locations. The presence of Dialpad indicates these are client-facing businesses that handle significant phone communication, likely for consultation calls and client check-ins during busy tax seasons.
The full tech stack reveals these are established, compliance-focused professional services firms rather than fast-growing tech startups. They prioritize security, client communication, and regulatory adherence over experimental growth tools. These companies likely grow through referrals and reputation rather than aggressive digital marketing. The appearance of Workday Recruiting, even in smaller numbers, suggests some of these firms are mid-sized organizations with structured hiring processes to handle seasonal workload fluctuations.
👥 What types of companies is most likely to use Canopy?
Source: Analysis of Linkedin bios of 2,492 companies that use Canopy
Company Characteristics
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Shows how much more likely Canopy customers are to have each trait compared to all companies. For example, 2.0x means customers are twice as likely to have that characteristic.
Trait
Likelihood
Industry: Accounting
187.1x
Country: US
7.5x
Company Size: 2-10
3.2x
Company Size: 1 employee
3.1x
Industry: Financial Services
2.3x
Company Size: 11-50
1.7x
I noticed that Canopy's typical users are accounting and tax firms, specifically small to mid-sized CPA practices serving businesses and individuals. These aren't software companies or manufacturers. They're professional service providers who prepare tax returns, manage bookkeeping, handle payroll, and offer financial advisory services. The vast majority describe themselves as "full-service" firms providing tax preparation, accounting, and consulting.
These are established, mature small businesses. The employee counts cluster heavily in the 2-10 and 11-50 range, with a few reaching 51-200. Most show no venture funding, which makes sense since these are traditional professional services firms, not venture-backed startups. Many have been operating for decades. The language suggests stability and longevity, not rapid scaling or disruption. They're not trying to grow exponentially. They're trying to serve their existing clients well and grow steadily through referrals.
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