Print files from your tax software right into Canopy—no extra steps, just smooth, organized sharing that keeps everything in one place.
Edit and save Microsoft documents and Excel spreadsheets without leaving Canopy.
Bring your Microsoft email and calendar into Canopy and tie information directly to your clients.
Bring your Google email and calendar into Canopy and tie information directly to your clients.
Save files from UltraTax to Canopy.
Sync contact information and save files directly to Canopy.
Save files from Drake Tax to Canopy.
Save files from Lacerte to Canopy.
Save files from Wolters Kluwer to Canopy.
Save files from TaxWise to Canopy.
Save files from Intuit ProSeries to Canopy.
Use Zapier to connect Canopy with an entire ecosystem of products all working together to enhance the efficiency of your practice.
Connect file storage to 20+ providers and handle advanced file workflow.
Connect FreshBooks to streamline your billing experience.
Streamline client onboarding with meeting bookings.
Sync contacts between Google and Canopy client records.
Connect your Salesforce records to your Canopy client and contact records.
Utilize Zoho’s mail, forms, and campaign features.
Combine your Mailchimp email campaigns with your Canopy clients.
Automate form responses to immediately create or update contact information.
Incorporate your Slack communications, tied to your contact data in Canopy.
Seamlessly edit Excel spreadsheets and automatically update spreadsheets containing client information.
Create and update your Google Sheets as you make changes to contact information.
Tap into the best cloud-based accounting platform to unleash even more value.
The API lets you tap into:
