Canopy’s 2026 Roadmap: Building Your Autonomous Firm
You didn’t get into this business to spend your days chasing documents, manually renaming files, and toggling through 15 different software solutions. But that’s where most of the time goes—and it’s not because your team isn’t working hard enough. It’s because the tools are making them work harder than they need to.
Join Hanna Bjornn, VP of Product at Canopy, for a look at what we’ve already built, what’s still ahead, and how it all adds up to a fundamentally different way to run your firm.
This isn’t a feature tour. It’s a vision for what comes next—where AI handles the coordination work, your software anticipates what needs attention before you have to ask, and your team focuses on what only they can do: expertise, relationships, and judgment.
Join live for 1 CPE credit
What You'll Learn
- • How Canopy Coworker acts as an always-on team member that already knows your clients, your workflows, and your deadlines—and gets smarter the longer you use it
- • How Smart Intake replaces the client chase with intelligent questionnaires and AI-powered document matching that checks items off your list automatically
- • How new releases like Smart eSign, Engagement Packages, and Notetaker remove the manual steps that slow your team down
- • A peek at what's coming next—and why firms that go all-in on Canopy keep getting more out of it over time
Meet our speakers
Hanna Bjornn
VP of Product, Canopy
View NASBA Registry Details
Ready to get started?
Your future self will thank you.