of accountants believe GenAI will significantly impact the accounting profession
AI & Automation actions taken in Canopy
of Accounting Firms Are Currently Using AI
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Canopy AI is a set of tools built into Canopy’s practice management software that helps accounting firms automate repetitive tasks, draft emails, generate reports, and provide actionable insights. It helps firms save time, reduce errors, and improve decision-making by centralizing and analyzing client and firm data.
No, Canopy AI features are available within specific modules, including client engagement, workflow, and Insights. Firms can choose the modules that fit their needs and still benefit from AI-driven automation, reporting, and communication tools.
Yes, Canopy AI operates within Canopy’s SOC 2 Type II compliance framework and uses 256-bit encryption. Your client and firm data is protected by enterprise-grade security, including role-based access and multi-factor authentication. LEARN MORE
Yes, Canopy’s Insights tool allows you to create custom dashboards and reports powered by AI. You can monitor KPIs, client profitability, workload distribution, and team productivity, all in real-time.
Canopy AI does not directly prepare tax returns, but it integrates into your workflow by managing documents, tasks, and client communication.
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