Canopy API
Canopy is practice management software for accounting and tax firms. An unofficial API lets you pull client lists, engagement letters, workflows/tasks, documents, invoices/payments, time entries, IRS transcript requests and notices—and push new records or updates back into Canopy. For
What is Canopy?
Canopy is a cloud platform for tax and accounting practice management that centralizes client records, engagements, workflows, document management, billing, payments, time tracking, and IRS transcript/notice handling. Firms use Canopy to onboard clients, create engagement letters, assign and track work, collect documents via a secure portal, obtain e-signatures, log time, send invoices, accept payments, and manage compliance-related IRS tasks.
Core product areas include:
- Client Management and CRM (Client Profiles, Contacts, KYC/Intake, Tags)
- Workflow and Task Management (Tasks, Templates, Assignments, Deadlines)
- Document Management and E-Signatures (Folders, File Exchange, KBA, Envelopes)
- Billing and Payments (Invoices, Time Entries, Payment Processing)
- IRS Transcripts and Notices (Bulk Transcript Requests, CAF/POA Management, Case Tracking)
- Scheduling and Communication (Calendars, Reminders, Messaging)
Common data entities:
- Companies, Users, Roles/Permissions (Staff, Admin, Client Portal Access)
- Clients and Contacts (metadata, entity type, masked tax IDs, addresses)
- Engagements (service line, scope, period, fees, signatures)
- Tasks and Workflow Templates (assignments, status, due dates, checklists)
- Documents (folders, files, versions, signed artifacts)
- E-Sign Envelopes (signers, KBA, status, timestamps)
- Invoices and Payments (line items, balances, methods)
- Time Entries (users, hours, billable status, matters/engagements)
- IRS Transcript Requests (tax years, transcript types, authorization, results)
- Notices and Cases (issue type, deadlines, correspondence, resolutions)
The Canopy Integration Challenge
Accounting practices rely on Canopy daily, but turning portal-based workflows into API-driven automation is non-trivial:
- Role-aware portals: Staff and clients see different data, permissions, and approval states
- Compliance rigor: Engagements, KBA/e-sign, transcript authorizations (POA/TIA), and retention policies need careful handling
- IRS flows: Transcript retrieval depends on time-limited IRS e-Services sessions, CAF numbers, and authorization artifacts
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
- Data spread: Key objects span clients, engagements, tasks, documents, billing, transcripts, and notices
How Supergood Creates Canopy APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Canopy tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Canopy adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Canopy evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Clients
/clientsList clients with filters and summary details.
Engagements
/clients/{clientId}/engagementsCreate an engagement record with scope, fees, and optional e-sign workflow.
Tasks
/tasks/{taskId}Update task status, due date, assignments, and progress.
IRS Transcripts
/clients/{clientId}/irs-transcripts/requestsInitiate an IRS transcript request for selected years and types.
Use Cases
Client & Engagement Data Sync
- Mirror clients, contacts, and engagements into your GRC/audit platform - Keep engagement scope, service lines, and periods current for compliance reporting - Normalize statuses, tags, and risk ratings across multi-tenant operations
Evidence & Document Automation
- Trigger document requests and e-sign envelopes for engagement letters from your product - Ingest signed artifacts, maintain retention schedules, and apply metadata for audit trails - Attach supporting evidence (workpapers, transcripts, notices) to compliance cases
Compliance Monitoring: IRS Transcripts & Notices
- Initiate and track transcript requests programmatically (Account, Return, W&I) - Generate alerts when new notices or transcript results arrive; route tasks automatically - Maintain POA/TIA references and audit logs for end-to-end traceability
Billing, Time, and Accounting Sync
- Pull invoices/payments and reconcile with ERP/accounting (e.g., QuickBooks, Xero) - Ingest time entries for WIP tracking and SLA metrics - Automate fee approvals and push updates back to Canopy
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of clients, engagements, tasks, documents, billing, transcripts, and notices
Security
Encrypted transport, scoped tokens, and audit logging; respects Canopy role-based permissions and KBA requirements
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., transcript completion, e-sign status changes)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume client and engagement sync plus document/e-sign processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Client Management (CRM, Portal), Workflow (Tasks, Templates), Documents & E-Sign, Billing & Payments, and IRS Transcripts/Notices, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize invoices, payment records, and time entries to match your ERP/accounting schema and deliver updates via webhooks or polling while complying with rate and permission constraints. We commonly integrate with QuickBooks and Xero.
Yes. We support creating e-sign envelopes with KBA, downloading signed artifacts, and uploading attachments via signed uploads with checksum validation and time-limited URLs. Signature states are modeled explicitly in our normalized responses.
Yes. We can initiate transcript requests, track status, ingest results, and normalize notice data to drive compliance workflows, with audit logs that capture authorization details (POA/TIA) and CAF references.