Canopy Integration

Bring client workflows, tasks and documents from Canopy into our products, so the numbers match your records.

Why connect Canopy

Canopy holds client documents and tasks that support collecting R&D information.

What syncs

Practice management. Exact fields depend on your setup.

Product	What can sync with Canopy
R&D Tax Credit AI agent	Used by CPA firms to collect client information and track engagements
TaxTrex (white-label)	Source data for the cost and time workpapers
creditARMOR (white-label)	Supporting records for mock-audit checks
Custom AI work	Data needed for agents and automations we build for you

Setup steps

1
Tell us your setup
Share how you use Canopy and which products you want connected.
2
We confirm the connection
We check what is possible and agree it in writing.
3
Connect and test
We link the systems and check the numbers against your records.

Security note

Access is limited to what the work needs and is agreed with you in writing. We do not claim certifications we do not hold. See the Trust Center for where things stand.

Integrations are proposals until confirmed for your setup. Tell us which system you use and we will confirm what is possible before you commit.