How to Connect Canopy to Juno

The Canopy and Juno integration streamlines tax preparation by connecting your Canopy clients and documents directly to Juno. Once connected, your team can push documents from Canopy to Juno and track processing in real time.

Important Note: If you are not an Admin in your Canopy account you will need a member of your team with Admin access to integrations in order to complete the below steps.

Step 1: Navigate to the Integrations Page within your Settings

To get started, within your Canopy account, navigate to “Integrations” page within the Settings section of your profile icon.

Click “Connect” on the Juno tile.

Step 2: Click Connect to Juno

If your firm has an existing Juno Account:

For existing Juno users upon clicking “Connect to Juno” you’ll be prompted to log in to your Juno account. Upon doing so or if you are already logged in the below modal will display. Click “Authorize & Continue” to establish the connection.

If your firm does not have an existing Juno Account

If your firm wants to try the Juno <> Canopy integration you can do so as part of the 7 day Juno free trial.

Start your free trial by selecting how you would like to create your account.

Upon completing the Juno Sign Up flow, authorize the connection between Juno and Canopy by clicking “Authorize & Continue”

Want to learn more about Juno’s free trial? Check out our Juno Free Trial FAQs article

For next steps please see our Sending Documents from Canopy to Juno article.