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.