What are we all about?

Helping you unlock the firm you always wanted.

And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments. Which is precisely what Canopy is.

Our values

Our four action-based values light the way (which isn't to say we don't value other things, like great movies, board games, the right pair of sneakers, raisins, etc.)

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own

We own this place. Literally. We focus on outcomes, holding ourselves and each other accountable. We spot and solve problems even when they’re not in our job description. Canopy is our company after all.
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win

We win by delighting our customers with the very best products and service. We excel at our craft and out-hustle our competitors, persevering through challenges with grit and positivity until we’ve won.
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do good

We’re not just good at our jobs—we work hard to be good people. We act with empathy and integrity and constantly seek to improve. We ensure that every employee feels they truly belong at Canopy by seeing, hearing, and respecting them.
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embrace curiosity & candor

We approach any and everything with curiosity, committed to figuring out what’s actually true rather than what we want to be true. We understand that candor is kindness and give the gift (yes, gift) of feedback directly and frequently.

Our team

We're a bit biased, sure. But we really do work with the best of the best. Meet the executive team leading Canopy.

Davis Bell

Chief Executive Officer

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Davis Bell

Chief Executive Officer

Davis has held leadership roles in strategy, operations, and finance at a succession of SaaS companies. He’s passionate about building innovative software that delights users. He used to have hobbies but now he has kids.

Alison Fuller

Chief Financial Officer

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Alison Fuller

Chief Financial Officer

Alison has held finance and strategy roles for small start-ups and Fortune 100 companies. She is passionate about data-driven decision making and finding the best way to clearly communicate complex information.

Jordan Ray

Chief Revenue Officer

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Jordan Ray

Chief Revenue Officer

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

Gordon Roylance

Chief Technology Officer

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Gordon Roylance

Chief Technology Officer

Gordon is one of the longest tenured members of the Canopy team. He has had an extensive career in software engineering and cares deeply about making useful tools for accountants.

Nicole McMillan

SVP of People

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Nicole McMillan

SVP of People

Nicole has created exceptional employee experiences for all kinds of businesses—from startups to Fortune 500, gaming to aerospace. And now she’s doing it for practice management software (which, obviously, she likes the best).

Shane Westra

Chief Product Officer

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Shane Westra

Chief Product Officer

Shane has 20+ years of experience leading SaaS product teams in both Silicon Valley and Utah. He loves to build and create—whether it’s software like Canopy or architecture, oil painting, or baking (not Canopy, yet).

Heather Hurst

VP of Marketing

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Heather Hurst

VP of Marketing

Heather connects Canopy to accountants with customer-centric, integrated marketing. She aims to build an authentic brand, to tell the Canopy story in accountants’ language, and—on the weekends—to grill the world’s second greatest steak.

Nate Soffe

VP of Sales

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Nate Soffe

VP of Sales

Nate’s first sales job was selling homemade lollipops out of his backpack in the 5th grade. Since then, he’s applied that drive to helping clients use software to improve inefficiencies and solve problems.

Bryson Webster

VP of Strategy & Business Development

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Bryson Webster

VP of Strategy & Business Development

Bryson oversees and leads partnerships, business development, and corporate strategy. Basically, Bryson is the guy that helps Canopy find creative ways to grow. Usually that means partnerships, but sometimes it means sourdough bread to die for.

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Check out our new open positions if...

  • You win, own, do good, and embrace curiosity and candor: check.
  • You’re a [insert any superlative word besides “rockstar” or “ninja” here] at your job: check.
  • You’re not a jerk and you want to work with great coworkers on a great product: click on over to our open positions and let’s check that final box.
WORK WITH US

Awards we’ve won

It’s not bragging if other people said it first, right?

Easiest to do Business with

G2

2022

Inc. Power Partner Award

Inc. Awards

2022

Shatter List

Women Tech Council

2023, 2022

Best Accounting Practice Management Software

digital.com

2021

Easiest to do Business with

G2

2022

Inc. Power Partner Award

Inc. Awards

2022

Shatter List

Women Tech Council

2023, 2022

Best Accounting Practice Management Software

digital.com

2021

Utah Business Fast 50

Utah Business

Top New Products - Transcripts

Accounting Today

2022

100 Companies in Utah Championing Women

Utah Governor’s Office of Economic Opportunity

2023

Top Technologies - Transcript Tool

CPA Practice Advisor

2021

Utah Business Fast 50

Utah Business

Top New Products - Transcripts

Accounting Today

2022

100 Companies in Utah Championing Women

Utah Governor’s Office of Economic Opportunity

2023

Top Technologies - Transcript Tool

CPA Practice Advisor

2021

Contact us

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Canopy
380 Data Dr. Suite 310
Draper, Utah 84020
P: 855.616.7305

To contact our Support Team:
Chat with Support
or call 855-558-8407

To report a bug or vulnerability:
Call 855-616-7305

Canopy
380 Data Dr. Suite 310
Draper, Utah 84020
P: 855.616.7305

To contact our Support Team:
Chat with Support
or call 855-558-8407

To report a bug or vulnerability:
Call 855-616-7305