AI ACCOUNTING SOFTWARE

Canopy AI

Q: Do I need all Canopy modules to use Canopy AI?

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.

Q: Is my data secure when using Canopy AI?

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

Q: Can I create custom reports and dashboards in Canopy?

Yes, Canopy’s Insights tool allows you to create custom dashboards and reports. You can monitor KPIs, client profitability, workload distribution, and team productivity, all in real-time.

Q: Does Canopy AI integrate with tax software like UltraTax or Drake?

Canopy AI does not directly prepare tax returns, but it integrates into your workflow by managing documents, tasks, and client communication.

Q: Is Canopy Coworker secure for accounting firms?

Canopy Coworker keeps all sensitive client data inside Canopy practice management software using native AI. The system ensures zero data leakage by keeping financial records and PII within a SOC 2 protected environment. Firms maintain complete oversight because the AI operates only within firm-defined permissions and guardrails.

Let the robots (technically artificial intelligence, but robots sounds fun) do your busywork.

Average 4.6/5 from 1000+ reviews

Accounting is Changing. So Should Your Tech.

36M+

AI & Automation actions taken in Canopy

57%

of accountants believe GenAI will significantly impact the accounting profession

1/3

of accounting firms are currently using AI

AI BUILT FOR ACCOUNTANTS, NOT TECH GEEKS

Great Accountants Work Smarter with Canopy AI

You went to school for accounting, not software engineering. That’s why Canopy AI works quietly in the background—handling the administrative heavy lifting so you can focus on your clients, not your tech stack.

Canopy Coworker runs project management for you—tracking tasks, scheduling hand-offs, and keeping your team aligned. No status meetings required
AI-powered task reminders and follow-up emails trigger automatically off real-time client activity
Canopy Notetaker records, transcribes, and pulls accounting-aware summaries and action items from every meeting
With Tax Workflow Automation client source files get ingested, mapped straight to the return, and 1040s auto-prepare—all inside your communication pipeline

Bookkeeping client review software within Canopy accounting practice management software.

Dashboard view of an accounting practice management software tool for automated document collection and client intake.

SMART INTAKE

Super Smart Intake to Super Fast Delivery

Tax Workflow Automation syncs intake, prep, and delivery into a single connected engine so your firm can scale return volume without expanding headcount.

Smart Intake turns organizers into conversations. Dynamic client questionnaires build custom document checklists in real time, before a single file lands in your inbox
Files sort themselves. Uploads get classified, renamed, and organized automatically, using your firm’s naming rules, every time
Smart Prep drafts the return, not just the data. Source documents map straight into your tax software, auto-drafting 1040s so staff review instead of retype
Smart Delivery closes the loop. Completed returns get scanned, e-signature fields auto-placed, and the invoice bundled into a one-tap client experience

Tax Workflow Automation

YOUR FIRM’S AI ADVANTAGE

Meet Canopy Coworker

Canopy Coworker is the AI engine that moves beyond simple automation. If you can do it in Canopy, Coworker can help.

Coworker sits at the center of your practice, monitoring data across modules to trigger automated actions, summarizing complex threads, and surfacing real-time firm analytics
Maximizes your firm’s billable potential by automating manual task handoffs and leveraging live capacity dashboards to balance workloads
Automate the administrative heavy lifting so your team can stop chasing data and hunting down details, and focus on high-value services

Jason Staats / Jason on Firms

“This is like the best of AI married with the value of having all of your firm data in one place. You can actually gather some really helpful insights from it.”

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Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

What is Canopy AI and how can it help accounting firms?

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.

Do I need all Canopy modules to use Canopy AI?

Is my data secure when using Canopy AI?

Can I create custom reports and dashboards in Canopy?

Does Canopy AI integrate with tax software like UltraTax or Drake?

What is Canopy Notetaker?

Canopy Notetaker is an AI meeting assistant that automatically joins, records, transcribes, and summarizes client and internal meetings. This tool eliminates manual note-taking and fragmented client records by linking meeting data directly to the client record in Canopy practice management software. Learn more about Canopy Notetaker here.

What is Canopy Coworker?

Canopy Coworker is the AI execution layer embedded inside Canopy practice management software. It functions as a supervised digital coworker that coordinates and executes work across tasks and workflows inside your firm. This layer moves accounting practices toward the Autonomous Firm model.

Canopy Coworker executes work after users describe the desired outcomes in plain language. Coworker builds a structured, step-by-step plan, then runs the approved steps across the Canopy practice management suite. It continuously monitors conditions and escalates exceptions when human judgment is required. Because Coworker’s native AI intelligence layer spans the entire Canopy platform, it has the full context of your firm, allowing it to understand plain language directions and execute work automatically.

Learn more about Coworker here.

How does Canopy Coworker integrate with the Canopy practice management suite?

Canopy Coworker operates natively inside the Canopy platform, transforming it from a system of record into a system of execution. This integration allows Canopy Coworker to work across all core functions, including tasks, workflows, client communications, status changes, and time and billing.

Coworker automates common administrative coordination work: client follow-ups, status checks, reminders, routing, and escalations. It effectively replaces the time spent on “Monday Morning Audits” by continuously scanning for stalled tasks, budget overruns, and unassigned work before you open your laptop.

Coworker is an execution layer that actively performs work, unlike chatbots that only answer questions or copilots that only provide suggestions. Canopy Coworker plans, executes, monitors, and escalates multi-step processes across your firm.

Learn more about Coworker here.

How does Tax Workflow Automation improve firm efficiency?

Tax Workflow Automation syncs client intake, document preparation, and final delivery into a single connected engine. The system maps source documents directly to tax returns; it auto-prepares 1040s and manages the entire client communication pipeline. Canopy practice management software enables firms to increase return volume without expanding headcount.