Canopy

Canopy

Practice Management Software for Accounting Firms

Canopy Pricing, Features, Integrations and Alternatives

Canopy Overview

What is Canopy?

Canopy is a cloud-based practice management suite designed to streamline your accounting practice. Automate your workflow, manage documents, bill clients, and connect securely through our client portal.

Canopy is a tool in the Accounting, Project Management, Remote Work and Document Management categories.

Canopy Alternatives

What are Canopy alternatives?

TaxDome, Xero, Jetpack Workflow and ClickUp are the most popular alternatives to Canopy. Accounting, CRM, Workflow Management and Project Management are the most popular app categories among Canopy's alternatives.

We have compiled a list of 17 Canopy competitors so that you can choose the right tool.

Canopy integrations

Which tools can be integrated with Canopy?

Zapier is the most popular workflow automation service with built-in connectors between Canopy and other tools.

Canopy Triggers and Actions

  • Canopy

    New business contact

    Triggers when a business contact is created.

    zapier
    triggerbyzapier
  • Canopy

    Business contact info updated

    Triggers when a business contact's contact info is updated.

    zapier
    triggerbyzapier
  • Canopy

    Individual contact info updated

    Triggers when an individual contact's contact info is updated.

    zapier
    triggerbyzapier
  • Canopy

    New individual contact

    Triggers when a new contact is created.

    zapier
    triggerbyzapier
  • Canopy

    New business client

    Triggers when a business client is created.

    zapier
    triggerbyzapier
  • Canopy

    Business client info updated

    Triggers when a business client's info is updated.

    zapier
    triggerbyzapier
  • Canopy

    Update individual contact

    Updates a new individual contact.

    zapier
    actionbyzapier
  • Canopy

    Update business contact

    updates a business contact.

    zapier
    actionbyzapier
  • Canopy

    Finds a business contact

    Finds a business contact by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID

    zapier
    actionbyzapier
  • Canopy

    Finds an individual contact

    Finds an individual contact by first name, last name, email, and external id. Must have one of the following filters: - First Name and Last Name - Email Address - External ID.

    zapier
    actionbyzapier
  • Canopy

    Find or create business contact

    Find or create a business contact

    zapier
    actionbyzapier
  • Canopy

    Find or create individual client

    Find or create an individual client

    zapier
    actionbyzapier
Go to integrations page to view all Canopy Triggers and Actions

Frequently Asked Questions

What are Canopy's top competitors?

TaxDome, Xero, and Jetpack Workflow are the most popular alternatives to Canopy.

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