Full-Time

Customer Support Specialist

Tier I

Posted on 9/4/2025

Canopy

Canopy

201-500 employees

Cloud-based practice management for CPAs

No salary listed

South Jordan, UT, USA

In Person

Category
Customer Experience & Support (1)
Requirements
  • A self-starter with desire to take ownership of the role and above responsibilities
  • Tech-savvy with the ability to learn software and new tools quickly
  • Organizational skills, creativity, and a solution-oriented focus
  • Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
  • Excellent written and verbal communication skills in the English language
  • Ability to pivot with a growing company and accept new challenges
  • Be able to type at 50 wpm or faster
Responsibilities
  • Anticipate and resolve customer issues in a professional and timely manner
  • Provide superior customer service and remote troubleshooting assistance
  • Take ownership of customer issues and be the customer advocate
  • Develop sound understanding of Canopy’s current and upcoming features
  • Identify opportunities to answer questions, even before they are asked
  • Explain step-by-step instructions and assist users in navigation through software
  • Drive value to customers by informing them of new resources and products that will make an impact on their businesses
  • Maintain a positive and patient attitude with all customers
  • Coordinate within the organization for technical and account level issues
  • Help improve and perfect processes across the support organization
Desired Qualifications
  • Experience in support ticketing systems
  • Previous customer service and support experience
  • 2-3 years experience in a call center environment
  • Experience in the accounting & tax software space

Canopy provides cloud-based practice management software for CPAs and tax professionals. The platform includes tools for document management, client communication, and automation, all accessible via mobile apps. It uses AI features to streamline workflows and enable remote work, and is sold on a subscription model with multiple pricing tiers and optional premium services. Canopy targets small to mid-sized accounting firms seeking to optimize operations and strengthen client relationships. The key differentiators are its industry-focused design for accounting firms, integrated suite of tools (including AI capabilities) in a single cloud platform, and flexible pricing aligned to feature access and user count. The company’s goal is to help firms run more efficiently and deliver better service to clients.

Company Size

201-500

Company Stage

Series C

Total Funding

$252.5M

Headquarters

Eagle Mountain, Utah

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Viking Global led $70M Series C funding accelerates AI enhancements and acquisitions.
  • Canopy Bookkeeping launched February 11, 2026, enables real-time ledger visibility.
  • Canopy University certification boosts user adoption since May 7, 2025 launch.

What critics are saying

  • Karbon erodes market share with superior automation in 12-24 months.
  • Practice Ignition undercuts modular pricing, forcing switches in 6-12 months.
  • Intuit ProConnect captures tax users with integrated AI in 18-36 months.

What makes Canopy unique

  • Canopy Coworker executes multi-step workflows autonomously for accounting firms.
  • Canopy Notetaker integrates AI meeting transcripts directly into client records.
  • Canopy offers IRS transcript integration and tax resolution tools natively.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Supplemental Benefits

Flexible Paid Time Off

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Utah Business
Jul 25th, 2025
Canopy Secures $70M for AI Innovation

Pelion Venture Partners invested in Canopy to disrupt the $145 billion accounting software market dominated by outdated legacy providers. Canopy's cloud-based platform simplifies tax practice management with intuitive workflows and AI-powered features, enhancing efficiency for accounting professionals. A recent $70 million funding round led by Viking Global validates Canopy's growth, with Pelion excited about its future potential to revolutionize accounting firm operations.

Pequenas Empresas & Grandes Negócios
Jul 18th, 2025
Last day of registrations for 100 STW; NG.CASH raises R$ 150 million: the highlights of the week in the ecosystem.

Among the highlights of this week's newsletter are the fundraisings by NG.CASH, a fintech focused on teenagers and young adults that raised R$ 150 million, and by Canopy, which secured US$ 100 million to acquire software companies.

Wow Partners, Inc.
Jun 24th, 2025
Canopy Secures Seed Funding from SNUIF

Canopy, a real-time payroll service, announced it has secured seed funding from Seoul National University Holdings. The investment amount is undisclosed. Previously, Canopy received pre-seed funding from Hanwha Hotels & Resorts. The investment reflects confidence in Canopy's payroll technology and financial service expansion. Canopy plans to enhance its technology and expand into domestic and international markets, including Southeast Asia, where financial accessibility is low.

Canopy
May 7th, 2025
Improve Your Accounting Practice with Canopy Certifications

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.

Finance Director Europe
Apr 30th, 2025
Canopy raises $70m to expand AI accounting platform for mid-sized firms

Canopy, a software provider focused on transforming accounting firm operations through artificial intelligence (AI), has raised $70m in a Series C funding round led by Viking Global Investors.

INACTIVE