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.

CANOPY INTEGRATIONS

Explore our Integrations

Q: What is the difference between a Zapier connection and other integrations?

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.

Q: Does Canopy have a public API?

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!

Q: Can I make my own custom connections to extend the Canopy practice management suite?

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

Q: Is the data transfer between the integration and my accounting software secure?

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.

Q: Does Canopy integrate with my email?

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.

Q: What kind of customer support is offered in case I encounter issues with the integration?

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

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

Mail & Calendar

Canopy integrates with Gmail and Microsoft Outlook. Turn emails into action—create tasks, sync calendars, download files and keep everything organized on the client record.

Quickbooks Online

Canopy integrates with QBO, Intuit ProConnect and Intuit ProSeries. Keep client data, invoices, and payments in sync—so your team stays accurate, up to date, and focused on work that matters.

Documents & Spreadsheets

Wanna work in your favorite apps? No problem: files update to Canopy automatically. Upload anything and scan documents effortlessly.

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

EXPLORE THE POSSIBILITIES

All Integrations

QuickBooks(R) Online

Sync Canopy and QBO information, including classes, categories, locations, contacts, invoices, and service items.

Filed

Canopy x Filed connects to your tax software to extract, classify, and map 1040 docs, generating a draft return so your team reviews instead of re-keys.

Microsoft 365

Edit and save Microsoft documents and Excel spreadsheets without leaving Canopy.

Microsoft Outlook

Bring your Microsoft email and calendar into Canopy and tie information directly to your clients.

Gmail

Bring your Google email and calendar into Canopy and tie information directly to your clients.

IRS Transfer

Pull & automate transcript pulls with one click in Canopy.

UltraTax

Save files from UltraTax to Canopy.

Intuit ProConnect

Sync contact information and save files directly to Canopy.

Drake Tax

Save files from Drake Tax to Canopy.

Lacerte

Save files from Lacerte to Canopy.

CCH Axcess Tax

Save files from Wolters Kluwer to Canopy.

TaxWise

Save files from TaxWise to Canopy.

Intuit ProSeries

Save files from Intuit ProSeries to Canopy.

Canopy Desktop Assistant

Save and move files from any software to Canopy, associating to a client's record if needed.

Zapier

Use Zapier to connect Canopy with an entire ecosystem of products all working together to enhance the efficiency of your practice.

Odrive

Connect file storage to 20+ providers and handle advanced file workflow.

FreshBooks

Connect FreshBooks to streamline your billing experience.

Calendly

Streamline client onboarding with meeting bookings.

Google Contacts

Sync contacts between Google and Canopy client records.

Salesforce

Connect your Salesforce records to your Canopy client and contact records.

Zoho

Utilize Zoho’s mail, forms, and campaign features.

Mailchimp

Combine your Mailchimp email campaigns with your Canopy clients.

Typeform

Automate form responses to immediately create or update contact information.

Slack

Incorporate your Slack communications, tied to your contact data in Canopy.

Microsoft Excel

Seamlessly edit Excel spreadsheets and automatically update spreadsheets containing client information.

Google Sheets

Create and update your Google Sheets as you make changes to contact information.

Xero

Send invoices and accept payments with Xero by syncing your Canopy contacts.

Build More with the Canopy API

Tap into the best cloud-based accounting platform to unleash even more value.

The API lets you tap into:

Client contact information
Individual filing type and business type
All custom fields
External & client IDs
Client statuses
Linked clients

Learn More

Ready to get started?

Frequently Asked Questions

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

What are software integrations and how do they help my firm?

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.