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Canopy Software

by Canopy · Since 2018
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ActiveAvailable globallyCloud
Quick facts
VendorCanopy
Year launched2018
StatusActive
Location12020 Sunrise Valley Dr. Suite 100 Reston, VA 20191
Countries servedGlobal
Languages8
Integrations
Free tier
Free trial
Contact salesYES

About Canopy Software

Canopy Software is a tax compliance and practice management platform from Canopy that provides tools for tax professionals. It includes client management, document management, and secure messaging so users can effectively manage their tax practice. The platform offers a centralized dashboard for tracking client interactions and deadlines, as well as a secure file sharing system to ensure client data safety. Canopy Software also supports integration with other accounting tools to simplify workflow. Key capabilities: client management document storage secure communications task tracking reporting Best for: tax professionals that need an all-in-one solution for managing client relationships and tax-related tasks.

Canopy Software by Canopy is a specialized cybersecurity solution designed to address the complex challenges associated with data privacy, especially in legal and enterprise contexts. Its primary purpose is to identify, extract, and manage personally identifiable information (PII) from vast datasets, particularly those related to data breaches, legal investigations, and privacy compliance. Built with a strong emphasis on speed, accuracy, and scalability, Canopy positions itself as an indispensable tool for teams managing incident response, breach notification, and sensitive data auditing. The software leverages advanced machine learning and natural language processing (NLP) to detect PII in structured and unstructured data formats—making it particularly valuable in scenarios involving diverse document types. The user interface of Canopy Software is crafted with efficiency and user accessibility in mind. From the first interaction, it’s evident that the design favors clarity over complexity. Navigation across the dashboard is intuitive, with modules segmented into logical workflows such as data ingestion, PII detection, tagging, reporting, and exporting. Users can easily manage large data imports, monitor real-time processing, and review flagged data through a highly visual and filterable layout.

Pros & Cons

What users like
  • +AI-Powered Data Mining: Fast, accurate identification of PII/PHI in large datasets using machine learning.
  • +Breach Response Focus: Streamlines data review and notification for cyber incidents.
  • +Proactive Privacy Audit: Helps organizations understand and mitigate sensitive data risks pre-breach.
  • +Global Compliance: Supports jurisdiction-specific PII rules for various privacy regulations.
What users flag
  • Niche Specialization: Primarily for data breach response and privacy auditing, not a broad cybersecurity solution.
  • Limited Public Info: Detailed pricing and extensive independent reviews are not easily accessible on their website.

Features

Key features

AI-powered PII & PHI Detection
Uses machine learning algorithms (clustering, neural networks, NLP) to automatically identify Personally Identifiable Information (PII) and Protected Health Information (PHI) in diverse datasets (PSTs, fileshares, servers) without relying on regex or keyword searches. It continuously learns and improves.
Fast & Accurate Data Mining
Accelerates the process of finding sensitive data, enabling quicker and more confident assessments.
Data Breach Response Software
Specifically designed to streamline data mining, PII review, and entity consolidation to fulfill regulatory and ethical notification obligations quickly after a breach.
Privacy Audit Software
Helps organizations proactively assess and mitigate risk by understanding the sensitive information within their data, aiding in improving data handling practices before a breach occurs.
Jurisdiction-Specific PII
Maintains a comprehensive database of PII elements that vary across jurisdictions, simplifying compliance with regulations like GDPR, CCPA, HIPAA, and FERPA.
Holistic & Granular View
Can quickly process entire datasets for immediate insights while also allowing for granular examination of individual documents and PII elements in context.
Cloud-Native Technology
Deployed on Amazon Web Services (AWS) with support for various regions (US, Canada, Europe, Asia Pacific).

Additional features

AI-Powered PII & PHI Detection
Utilizes sophisticated machine learning algorithms (clustering, neural networks, natural language processing) to automatically and accurately identify Personally Identifiable Information (PII) and Protected Health Information (PHI) within various data formats, eliminating the need for manual keyword or regex searches.
Fast & Accurate Data Mining
Accelerates the process of discovering sensitive data, allowing for quicker and more reliable assessments of data sets, including PSTs, fileshares, and servers.
Data Breach Response Software
A dedicated product designed to streamline the entire data breach response workflow, from initial data processing and PII review to entity consolidation and generating notification lists.
Privacy Audit Software
A proactive solution that helps organizations understand and mitigate risk by analyzing their data to identify where sensitive information resides, aiding in improving data handling practices and ensuring ongoing compliance.
Jurisdiction-Specific PII Database
Maintains an extensive and continuously updated database of PII elements that vary by legal jurisdiction, simplifying compliance with diverse data privacy regulations like GDPR, CCPA, HIPAA, and FERPA.
Holistic and Granular Data View
Offers the ability to quickly process entire datasets for high-level insights while also allowing users to delve into individual documents to examine PII in context.
Entity Consolidation
Automates the process of identifying and merging identical individuals within an entity list, even when they are referred to in different ways (e.g., nicknames, maiden names), reducing manual effort in creating accurate notification lists.
Impact Assessment Reports
Automatically generates reports that provide an overview of the dataset, detailing the types and quantities of identified PII elements and the documents they are found in, for both breach response and privacy audits.
Cloud-Native Deployment
The software is cloud-based and deployed on Amazon Web Services (AWS), ensuring scalability and security with support for various regions globally (US, Canada, Europe, Asia Pacific).
Continuous Learning and Improvement
The AI and machine learning models are designed to continually refine their processes, including PII/PHI detection and file type classifications, becoming smarter and more accurate with every project.
Risk Mitigation
Helps organizations proactively reduce data privacy risks by identifying sensitive data before a breach occurs and provides tools to react quickly and accurately in the event of an incident.
Flexible Export Options
For Data Breach Response, it allows exporting deduplicated lists of affected individuals and their compromised PII in various formats to meet specific notification requirements.
Document Sorting by PII Content
In Privacy Audit, documents are sorted by the amount of PII they contain, enabling users to prioritize review of the most sensitive files.
One-Click PII Type View
Allows users to view all documents containing a specific type of PII (e.g., social security numbers) with a single click.
Security Certifications and Practices
Maintains strong security measures, including ISO 27001 certification, SOC 2 Type II compliance (for associated services), 256-bit AES encryption for data at rest, TLS 1.3+ for data in transit, multi-factor authentication, third-party penetration testing, continuous monitoring, and robust incident management and disaster recovery procedures.
Automated Column Matching (for tabular data)
Facilitates the extraction of PII from spreadsheets and tables within documents by automatically matching column headers and classifying over 100 types of PII.
Proprietary Software
Canopy uses its own internally built system, ensuring no data is shared with third parties.
Secure Data Movement
Supports secure ingress and egress of data into and out of the application.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
8
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇮🇳INR🇲🇽MXN

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