Canopy and the Frontly AI receptionist
Connect it and put it to work in your AI agent's workflows, with expert guidance from our team when you need it.
The short answer
Does Frontly work with Canopy?
Yes. Frontly's AI receptionist works with Canopy: connect it and put it to work in your AI agent's workflows, with expert guidance from our team when you need it.
What Canopy is
Canopy is practice management software for accounting and tax firms, covering client records, workflow, documents and billing.
What Frontly does with Canopy
Frontly handles client calls in tax season, captures who called and why, and passes the details to your team's systems.
Every call still lands in your Frontly dashboard with a transcript.
Integrations support Frontly's reception and caller follow-up workflows. Available actions depend on the connected software and your setup.
INDUSTRIES
Industries that use Canopy with Frontly
RELATED INTEGRATIONS
More accounting integrations
FAQ
Frequently Asked Questions
Yes. Connect Canopy and put it to work in your AI agent's workflows. Your AI receptionist answers calls before it is connected, and every call lands in your Frontly dashboard.
An active Canopy account. You give Frontly access from it yourself.
Connect Canopy, then use it in your AI agent's workflows. Not sure what Frontly should do in Canopy? Send us a message and our team will guide you.
See every integration on the integrations page. If your other software is not listed, tell us what you use and we will check it for you.
Connect Canopy to your AI receptionist
Tell us how your calls run today and get expert guidance on putting Canopy to work in your workflows.