Canopy

Learn how to sync with third-parties like Quickbooks Online, Zapier, and the IRS!

Integrations & API

QBO Integration Error Codes

Resolve Duplicate and Unmatched Clients in Bulk (QBO)

Restart Your QBO Integration

Understanding Invoices With QBO Sync Errors

Quickbooks Online (QBO)

Request a Client Transcript

Review Transcripts Documents

Review Transcripts Reports

IRS Transcripts

Install the Canopy Virtual Drive

Use the Canopy Virtual Drive

Why do I get "There was an error opening this document" in Canopy Virtual Drive on Windows?

Canopy Virtual Drive

Integrate With Zapier

Zapier

Integrate With odrive

odrive

Canopy Open API Considerations

Find a YAML and JSON files attached below code for download

Canopy Open API Documentation

Developer API

How Do I Connect and Use the Juno Integration?

Tax Prep

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Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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