Canopy automation at a glance
| Does Canopy have an API? | Canopy says it has a public API for syncing client data, and it connects to other apps through Zapier. For anything beyond client data we work through Zapier or exports and tell you the limits first. |
|---|---|
| Connects with | Zapier, Google Sheets, Gmail, Outlook, QuickBooks, Mailchimp, Calendly |
| Used by | Accounting, Bookkeepers |
| What we build | Client intake to Canopy; Client list in step; Document reminders; Workload report; Deadline calendar |
Sound familiar?
What accounting and tax firms on Canopy tell us before a project starts.
- New client details are copied from a form into Canopy.
- We chase missing documents one email at a time.
- Workload by preparer lives in a spreadsheet.
- Our CRM or email tool has a different client list.
- Season deadlines rely on a wall calendar.
What we build
Each one is a working piece you can open and check when it's done.
Client intake to Canopy
New clients from your intake form or website added to Canopy with their details checked, through Zapier or the client API.
API integrations and data sync n8n, Make and Zapier automationClient list in step
Client contacts kept the same between Canopy and your email or CRM tool so newsletters and reminders reach the right people.
API integrations and data syncDocument reminders
Clients still missing documents sent a polite reminder on a schedule until the file is complete.
n8n, Make and Zapier automationWorkload report
Returns by stage and preparer in one sheet each week, so partners can rebalance work early.
Dashboards and reporting Google Sheets and Apps Script automationDeadline calendar
Extension and filing deadlines gathered into a shared calendar with reminders ahead of each date.
n8n, Make and Zapier automationBilling follow-up
Unpaid invoices listed weekly by client and partner, ready for a reminder.
n8n, Make and Zapier automationWhat we connect it to: Zapier, Google Sheets, Gmail, Outlook, QuickBooks, Mailchimp, Calendly.
Industries that use it: Accounting, Bookkeepers.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Intake form to client record
Example: a small tax practice adds every new client from its website form to Canopy without retyping.
Web form, Zapier, CanopyExample project
Missing document chaser
Example: clients who have not uploaded their forms get a reminder every few days until the file is complete.
Canopy, Zapier, emailExample project
Season workload sheet
Example: a managing partner sees returns by stage and preparer each Monday in one sheet.
Google Sheets, Apps ScriptNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Canopy have an API?
Canopy says it has a public API for syncing client data, and it connects to other apps through Zapier. For anything beyond client data we work through Zapier or exports and tell you the limits first.
Can you connect Canopy to our CRM or email tool?
Yes, for client contact details. We agree which fields move and in which direction before building.
Will this work during tax season?
We aim to finish and test before your busy season starts, and keep changes small once it begins.
How do we start?
Tell us which part of intake or follow-up takes the most time. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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