Companies that use Canopy

Analyzed and validated by Henley Wing Chiu ยท Updated
All โ€บ accounting and tax practice management โ€บ Canopy

Canopy We detected 2,797 companies using Canopy, 52 companies that churned, and 98 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 (67%). We find new customers by discovering URLs with known URL patterns through web crawling or certificate transparency logs. Note: We only detect companies that started a client portal with Canopy

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Company Employees Industry Country Region Usage Start Date
Portnoy CPA 11โ€“50 Accounting
United States
North America 2026-10-05
Shores, Tagman, Butler & Company, P. A. 11โ€“50 Accounting
United States
North America 2026-10-05
Mana Accounting Services 2โ€“10 Accounting
United States
North America 2026-09-28
Eric R. Nelson, Cpa Llc 2โ€“10 Accounting N/A North America 2026-09-21
sotoprofessionalgroup.com 2โ€“10 Accounting N/A N/A 2026-09-21
Miami Tax Relief 2โ€“10 Accounting
United States
North America 2026-09-21
Davis Schuler & Associates, LLC 2โ€“10 Accounting
United States
North America 2026-09-21
H.D. Roseth & Associates., Ltd. 11โ€“50 Accounting N/A North America 2026-09-21
Bean Countery 2โ€“10 Accounting
United States
North America 2026-09-14
EWH Small Business Accounting S.C. 11โ€“50 Accounting
United States
North America 2026-09-14
Dreher Martin CPAs, P.A. 2โ€“10 Accounting
United States
North America 2026-09-14
Edwards and Barber, CPAs 11โ€“50 Accounting
United States
North America 2026-09-14
Management and Tax Services 2โ€“10 Accounting
United States
North America 2026-09-07
Foti, Flynn, Lowen & Co. 11โ€“50 Accounting
United States
North America 2026-09-07
West Salem Tax & Business Boutique 2โ€“10 Accounting
United States
North America 2026-09-07
Axel Tax Consulting, LLC 1 employee Accounting
United States
North America 2026-09-07
Gatlin Tax, Ltd. 2โ€“10 Accounting
United States
North America 2026-09-07
Equitable Accounting Solutions 2โ€“10 Accounting
United States
North America 2026-08-31
Home - Olsen Wheeler 2โ€“10 Accounting N/A North America 2026-08-31
Stephen M Musco & Company, P.A. 2โ€“10 Accounting
United States
North America 2026-08-31
Showing 1-20

New Users (Companies) Detected Over Time

i

Market Insights

๐Ÿข Top Industries

Accounting 2589 (93%)
Financial Services 99 (4%)
Business Consulting and Services 23 (1%)
Software Development 7 (0%)
Legal Services 6 (0%)

๐Ÿ“ Company Size Distribution

2-10 employees 1869 (67%)
11-50 employees 648 (23%)
1 employee employees 127 (5%)
51-200 employees 82 (3%)
201-500 employees 23 (1%)

๐Ÿ‘ฅ What types of companies use Canopy?

Source: Analysis of Linkedin bios of 2,797 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.

๐Ÿ”ง What other technologies do Canopy customers also use?

Source: Analysis of tech stacks from 2,797 companies that use Canopy

Commonly Paired Technologies
i
Technology
Likelihood
462.0x
400.5x
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

KeeperHQ KeeperHQ TaxDome TaxDome

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