Companies that use Canopy

Analyzed and validated by Henley Wing Chiu

Canopy We detected 3,236 companies using Canopy, 45 companies that churned, and 99 customers with upcoming renewal in the next 3 months. The most common industry is Accounting (93%) and the most common company size is 2-10 employees (68%). We find new customers by discovering URLs with known URL patterns through web crawling or modifications to subprocessor lists. Note: We only detect companies that started a client portal with Canopy

⏱️ Data is delayed by 1 month. To show real-time data, sign up for a free trial or login
Company Employees Industry Country Region Usage Start Date
Welgaard CPAs & Advisors 51–200 Accounting
US United States
North America 2026-04-27
DiLeo & Charles Tax and Consulting Services, Inc. 2–10 Accounting
US United States
North America 2026-04-27
Seaton CPA, LLC 1 employee Accounting
US United States
North America 2026-04-27
Financial Umbrella LLC 1 employee Accounting
US United States
North America 2026-04-20
Mountain High Tax & Bookkeeping 2–10 N/A N/A N/A 2026-04-20
Cassidy Accounting LLC 2–10 Accounting N/A N/A 2026-04-06
Nelson CPA, PLLC 2–10 Accounting
US United States
North America 2026-04-06
Fields Accounting & Tax LLC 2–10 Accounting
US United States
North America 2026-03-30
Accounting Bullpen LLC 2–10 Accounting
US United States
North America 2026-03-23
pinnacletaxfir.com 2–10 N/A N/A N/A 2026-03-09
sharedvaluesaccounting.com 2–10 N/A N/A N/A 2026-03-09
dreamforgeadvisory.com 2–10 N/A N/A North America 2026-03-09
Centinel Pacific Accounting LLC 2–10 N/A N/A North America 2026-03-09
Macdonald, Rand & Vollaro Cpa's Llp 2–10 N/A N/A North America 2026-03-09
Shah Tax Advisory LLC 2–10 Accounting
US United States
North America 2026-03-09
bythebooksaccounting.org 2–10 N/A N/A N/A 2026-02-23
Showing 1-20

Market Insights

🏢 Top Industries

Accounting 2311 (93%)
Financial Services 94 (4%)
Business Consulting and Services 19 (1%)
Legal Services 6 (0%)
Software Development 6 (0%)

📏 Company Size Distribution

2-10 employees 2193 (68%)
11-50 employees 706 (22%)
1 employee employees 156 (5%)
51-200 employees 90 (3%)
201-500 employees 25 (1%)

👥 What types of companies use Canopy?

Source: Analysis of Linkedin bios of 3,236 companies that use Canopy

Company Characteristics
i
Trait
Likelihood
Industry: Accounting
177.1x
Country: United States
5.3x
Industry: Financial Services
2.9x
Company Size: 2-10
2.7x
Company Size: 1 employee
2.4x
Company Size: 11-50
1.6x
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.

🔧 What other technologies do Canopy customers also use?

Source: Analysis of tech stacks from 3,236 companies that use Canopy

Commonly Paired Technologies
i
Technology
Likelihood
462.0x
400.5x
29.5x
25.5x
6.4x
3.3x
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.

Alternatives and Competitors to Canopy

Explore vendors that are alternatives in this category

TaxDome TaxDome KeeperHQ KeeperHQ

Loading data...