New Feature: Zapier Integration

As a provider of tax preparation software, Canopy’s goal is to always help you save time and make your tax practice more efficient. In partnership with Zapier, Canopy offers ways in which you can now connect with other apps and more easily automate processes, reduce repetitive work, and increase your firm’s productivity.

What is Zapier?

Zapier allows you to connect different web applications together in order to automatically perform tasks. Canopy’s integration with Zapier opens up your contacts to be synched with other apps online, so you can run workflows in real time and improve your firm’s efficiency. 

For example, if you use a software like MailChimp to send monthly email newsletters to your clients, you can connect with Canopy so that whenever a new Canopy contact is added, it’s automatically added to your MailChimp subscriber list. This way, all of your new clients will receive your newsletters without you needing to do any extra manual work. To learn more about these integrations work, check out this how-to article from Zapier.

Use cases 

With Zapier, you can connect with thousands of applications to automate workflows and improve efficiency. Here are a few ways in which you could fully utilize Canopy’s integration with Zapier:

• Keep contacts in sync- Eliminate double entry by automatically synchronizing contact records between Canopy and your firm's core systems.

• Automate data entry- Collect client data from forms and surveys and automatically enter responses into Canopy. That way you will know that none of your clients’ information is slipping through the cracks.

• Communicate and stay informed- Add clients to your mailing lists, deliver welcome texts, and send introductory emails when onboarding new clients. You can also leverage Zapier internally to send alerts to your internal chat and collaboration tools so your team is always in the know.

Canopy’s integration with Zapier gives you new and better ways to run your practice, and the use cases are endless. Take advantage of do-it-yourself automation and real-time workflows to improve the management of your practice. At the end of the day, your biggest priority is providing high-quality service to your clients and increasing your firm’s profits. Canopy connects you with your most commonly used web applications and reduces unnecessary manual work so your tax firm can be more productive.

If you would like to learn more about Canopy’s integration with Zapier, check out this page.