Canopy integration

Practice management for tax and accounting firms, with documents, workflows and billing. Connect Canopy to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: Industry software

Popular ways to use Canopy

Start with one of these, or describe your own.

Client documents collected

Clients upload what you need in your portal, and it lands in Canopy on their record.

Proposals that start the work

A signed proposal sets up the client and their first tasks in Canopy.

Requests chased for you

Clients get a reminder by email or text until their documents arrive.

How to connect Canopy

Request Canopy
In your portal’s Integrations tab, press Request access next to Canopy. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Canopy, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Canopy data in ChatGPT. AI on OLODESK

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