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?
Xero, TaxDome, Jetpack Workflow and Microsoft Teams are the most popular alternatives to Canopy. Accounting, Workflow Management, Video Conferencing and Document 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?
Mailchimp is the most popular tool that Canopy integrates with.
Most often, Canopy is integrated with tools from Email Marketing category.
Zapier is the most popular workflow automation service with built-in connectors between Canopy and other tools.
Explore a list of tools that integrate with Canopy.
Canopy Triggers and Actions
New individual client
Triggers when a new client is created.
triggerbyzapierNew business contact
Triggers when a business contact is created.
triggerbyzapierBusiness contact info updated
Triggers when a business contact's contact info is updated.
triggerbyzapierIndividual contact info updated
Triggers when an individual contact's contact info is updated.
triggerbyzapierNew business client
Triggers when a business client is created.
triggerbyzapierIndividual client info updated
Triggers when an individual client's info is updated.
triggerbyzapier
Update business contact
updates a business contact.
actionbyzapierFinds 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
actionbyzapierFinds 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.
actionbyzapierFind or create business contact
Find or create a business contact
actionbyzapierFind or create individual client
Find or create an individual client
actionbyzapierCreate business contact
Creates a business contact.
actionbyzapier
Frequently Asked Questions
What are Canopy's top competitors?
- Xero, TaxDome, and Jetpack Workflow are the most popular alternatives to Canopy.
What apps integrate with Canopy
- Mailchimp is the most popular tool that Canopy integrates with.