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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
HIGHLIGHTED INTEGRATIONS
Email-Calendar Integrations

Mail & Calendar

Turn emails into action—create tasks, sync calendars, download files and keep everything organized on the client record.

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Quickbooks Integrations

Quickbooks Online

Keep client data, invoices, and payments in sync—so your team stays accurate, up to date, and focused on work that matters.

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Documents Spreadsheets Integrations-1

Documents & Spreadsheets

Work in your favorite apps—files update to Canopy automatically. Upload anything and scan documents effortlessly.

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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

Active Integrations & Connections

  • API ACCESS

    Design, build and share integrations using our API. Collaborate with us on building the best cloud-based accounting software solution for Tax & Accounting Professional.

  • ZAPIER

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

  • GLOBAL INBOX

    Connect your email account to Canopy’s Global Inbox to view, send, and manage your emails directly in Canopy. Create contacts, tasks, and calendar events from an email to speed up your workflow and improve your contact onboarding.

  • GMAIL

    Automate your email to create, send, find, or label emails according to specified triggers in Canopy. Simultaneously create new emails whenever a new contact is added to Canopy, or an existing contact has their information updated.

  • QUICKBOOKS

    Link QuickBooks Online to Canopy to sync your contacts, service items, and invoices between apps. Once connected, all contacts, service items, and invoices made in Canopy will automatically sync to QuickBooks for simple cross functionality.

  • CANOPY DESKTOP ASSISTANT

    Download the Canopy Desktop Assistant to help “print” (upload) your documents to Canopy, scan files straight to Canopy, and migrate files from your computer to new file structures in Canopy. With the Desktop Assistant, you can also edit files in the app of your choice and see the changes reflected on the files located in Canopy.

  • ODRIVE

    Connect Canopy file storage to 20+ providers and handle advanced file workflow through odrive. Take advantage of the many storage capabilities that odrive enables such as unlimited data syncing across multiple accounts, sharing, backing up files, and encrypting folders.

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Zapier Integrations

Here are a few examples of how your team can utilize the end points and triggers available through Zapier with other popular softwares.

  • XERO

    Send invoices and accept payments with Xero by syncing your Canopy contacts. Utilize Xero’s connected banking system to help improve your billing workflow.

  • FRESHBOOKS

    Connect your Canopy contacts and billing processes to your FreshBooks account. Integrate FreshBooks’ billing software with all of your Canopy contact information for a streamlined billing experience.

  • CALENDLY

    Onboard clients to Canopy straight from their Calendly event booking. Set Canopy to automatically create new contacts from scheduled events.

  • GOOGLE CONTACTS

    Set triggers so that your new Google Contacts will automatically create new contacts in Canopy. Update your contact’s info in Canopy and see the changes reflected in Google Contacts.

  • SALESFORCE

    Connect your Salesforce records to your Canopy contact information. Intuitively find, create, or update Salesforce records and campaigns with the contact information supplied in Canopy.

  • ZOHO

    Utilize Zoho’s mail, forms, and campaign features in combination with your Canopy contacts. Bring all of your Canopy contact info straight to Zoho for a speedier workflow.

  • GMAIL

    View, write, send and manage your emails directly in Canopy. Onboard clients by creating a Canopy contact from within an email.

  • MAILCHIMP

    Combine your Mailchimp email campaigns with your Canopy clients. Set triggers to create or edit contacts according to the information collected in Mailchimp.

  • GOOGLE FORMS

    Add Canopy contact information to new fields in Google Forms. Use completed form information to create, update, or find contacts in Canopy.

  • TYPEFORM

    Automate form responses to immediately create or update contact information in Canopy. Create, duplicate, or alter forms based on customizable triggers.

  • SLACK

    Incorporate your Slack communications with your contact data in Canopy. Automate Slack messages to keep your team updated about changes made to your Canopy contacts.

  • EXCEL

    Update your Excel spreadsheets automatically to include new or updated contact information in Canopy. Use Excel with the Canopy Desktop Assistant to seamlessly edit spreadsheets stored in Canopy.

  • GOOGLE SHEETS

    Create and update your Google Sheets as you make changes to contact information in Canopy. Set triggers to have new and updated contact information quickly added to your sheets while you continue to work in Canopy.

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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

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.