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.
Nathan G. / Small Business
Nathan G. / Small Business
Nathan G. / Small Business
Nathan G. / Small Business
Print files from your tax software right into Canopy—no extra steps, just smooth, organized sharing that keeps everything in one place.
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.
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
Branded, secure client portal, Tags, Client record templates, AI + Email, Global inbox, Bulk actions, and more!
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.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.