May 7, 2025 – SALT LAKE CITY – Canopy, the leading practice management platform for accounting firms, today announced the launch of Canopy University, a new certification and training program designed to help customers use the Canopy platform with greater confidence and skill.
Canopy University provides structured certifications and flexible learning paths that guide users through everything from onboarding fundamentals to advanced insights and platform administration. Customers can now deepen their expertise, streamline firm operations, and maximize the value they get from Canopy.
"Our customers are at the center of everything we do," said Mandy Izatt, Head of Customer Success and Support at Canopy. "Canopy University is designed to help firms get even more out of Canopy—giving them the knowledge and confidence to power their success."
Canopy University features a three-level certification program:
- Level 1 – Canopy Associate Certification: Master the essentials of using Canopy for daily tasks.
- Level 2 – Canopy Expert Certification: Dive deeper into advanced features and workflows.
- Level 3 – Mastering Insights: Build strong reporting and data analysis skills to drive smarter firm operations.
In addition to certification, Canopy University offers several learning paths that guide users through collections of courses without formal certification:
- Onboarding: Designed to align with Canopy’s guided implementation process.
- Admin: Focused on basic account setup and administrator-specific features.
Certified users will earn digital badges they can proudly display on professional profiles, signaling their expertise with the Canopy platform.
This launch comes on the heels of Canopy’s recent $70 million Series C fundraising round, announced in April 2025. The investment is fueling Canopy’s continued growth as it modernizes and streamlines operations for accounting firms—leveraging AI and an expanded platform to help firms operate more efficiently than ever before.
Canopy University is available now. Customers can access certifications and learning paths directly from the Canopy platform.
About Canopy
Canopy is an award-winning, cloud-based practice management platform for accounting firms. The platform provides a suite of integrated modules—including CRM, workflow, document management, time & billing, and payments—designed to streamline firm operations and improve the client experience. Canopy is SOC2 certified and committed to data security. Learn more at getcanopy.com.
Media Contact: Chad Saley, media@getcanopy.com
Lexie is a skilled content marketing specialist who brings a dynamic mix of expertise in social media management, content creation, and project management to the Canopy team. With a keen eye for detail and a deep passion for brand, voice, and promotion, Lexie excels at crafting engaging narratives that resonate with audiences and amplify brand presence. Whether she’s developing innovative content strategies or managing projects with precision, her work consistently reflects her dedication to creating impactful marketing solutions.
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