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CANOPY INTEGRATIONS

Explore Our Integrations

Connect Canopy to other apps and make your accounting work easier, boost your productivity, enhance your staff and client experiences, and unlock the possibilities for your firm.

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CANOPY INTEGRATIONS

Extend Your Firm’s Capabilities

  • Improved Collaboration
  • Increased Speed & Accuracy
  • Boosted File Editing & Sharing Flexibility
  • Elevated Information Collection
  • Automated Client & Contact Synchronization
  • Accelerated Billing Speed & Accuracy
  • Enhanced Marketing
WHAT OUR CUSTOMERS LOVE ABOUT US
Email-Calendar Integrations

Mail & Calendar

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Nathan G. / Small Business

Quickbooks Integrations

QuickBooks Online

Canopy’s QBO integration shines because lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. / Office Manager

Nathan G. / Small Business

Documents Spreadsheets Integrations-1

Documents & Spreadsheets

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Nathan G. / Small Business

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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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CANOPY INTEGRATIONS

Tax Prep Integrations

Print files from your tax software right into Canopy—no extra steps, just smooth, organized sharing that keeps everything in one place.

  • CCH Axcess Tax
  • Drake Tax
  • Intuit ProConnect
  • Intuit ProSeries
  • Lacerte
  • Taxwise
  • UltraTax
Making Dreams a Reality

Preparing for the Future Can Start Today

You don’t need a Delorean to find success in the future. Cloud-based practice management software is a future-proof technology that makes it easier today for your firm to access, execute work, get organized, communicate, collaborate, be secure, provide better client experiences, and more. Here’s how Canopy’s Practice Management Suite can help you optimize your current situation–all by simply changing your software.

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Software integrations connect different software applications, allowing them to share data and work together seamlessly. This can help your firm by automating tasks, reducing manual data entry, and improving overall efficiency.

An API, which stands for Application Programming Interface, is a set of rules and protocols that enables different software applications to communicate and interact with each other.

Zapier connections allow for some workflow automation between Canopy and other apps, while full integrations provide a more sophisticated interaction between Canopy and other apps.

Canopy does have a public API for syncing client data (business or individual) only. Please fill out our form for more details. We'd love to hear how you'd love to integrate!

Yes, you can use our API to make your own connections to extend the Canopy practice management suite. Learn More

See the top of this page for currently available integrations.

Yes, the data transfer between the integration and your accounting software is secure. We use encryption to protect your data while it is being transferred.

Yes, both Gmail and Outlook integrate with Canopy. In addition to your emails, Canopy’s integration includes tags, folders, and as many inboxes as you need.

Canopy provides a variety of support options to help you use Canopy. Some integrations may require working with the connector or another vendor.