Canopy
The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.
308 employees · est. 2014 · South Jordan, United States
Actionstep is the older company (2004 vs 2014).
Side-by-Side Comparison
| Metric | Actionstep | Canopy |
|---|---|---|
| Founded | ||
| Founded | 2004 older | 2014 |
| Headquarters | ||
| Headquarters | Denver, United States | South Jordan, United States |
| Employees | ||
| Employees | 203 | 308 |
| Industry | ||
| Industry | Information Technology, Legal Tech | Analytics, Financial Services, Payments |
| Funding Stage | ||
| Funding Stage | Series Unknown | Series C |
| Total Funding | ||
| Total Funding | Not tracked yet | $188.03M |
| Funding Rounds | ||
| Funding Rounds | 1 | 12 |
| Services | ||
| Services | Not tracked yet | All-in-One Practice Management, AI-Enhanced Modules, Document Management, Time & Billing Solutions, Transcripts & Notices Management, Tax Resolution |
| Target Customers | ||
| Target Customers | Not tracked yet | CPAs, Accounting Firms, Large Firms, Mid-Sized Firms, Small Firms, Private Equity-Backed Firms, AI-Optimized Firms |
| Taxonomy | ||
| Taxonomy | Cloud-based Software, Practice Management, Legal Technology, Workflow Automation, Matter Management, Document Assembly, Time And Billing, Trust Accounting, Office Accounting, Law Firm Software, Legal Process Automation, Administrative Management, Reporting | Cloud-Based Practice Management, Accounting Firm Software, Client Management, Document Management, Workflow Automation, Time & Billing, Client CRM, AI-Powered System, Tax Resolution, ESignatures, IRS Transcripts And Notices, Smart Client Intake, Engagement Management, Secure Client Portal, Real-Time Task Management |
| Website | ||
| Website | actionstep.com | getcanopy.com |
About Actionstep
Actionstep is an Information Technology startup, founded in 2004 in the United States. The company's slogan, "Build Your Firm Advantage," encapsulates its mission to provide law firms with customizable legal business management platforms. With a focus on sustained growth, profitability, and streamli...
About Canopy
Canopy, founded in 2014, positions itself as the leading cloud-based practice management platform for accounting firms. Its slogan, "The #1 Cloud-Based Practice Management Platform.", encapsulates its comprehensive offerings, which include client management, document administration, time reporting,...
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Compiled from the BounceWatch company index. We last looked at Actionstep on 12 Sep 2024, and Canopy on 3 Apr 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.