Ready For Your Autonomous Firm?
Canopy is the secure, AI-loving, AI-employing platform for modern accounting firms
Modern technology isn’t a gamble. It’s a proven upgrade.
Let AI handle the busywork while your team handles, well… everything more important.
of respondents believe new technology delivers value to their business (yes, 100%!)
Estimated time saved per week with automation
of accountants say they spend too much time tracking down files
Your AI-ified back office starts here
Streamline your document and intake workflows while maintaining full control over client access and data visibility.
Document Management
Canopy uses AI to rename, classify, and match documents automatically, turning messy folders into a searchable system. This reduces manual work and sets a foundation for scalable, AI-enhanced workflows.
Smart Client Intake
AI-generated checklists and prefilled questionnaires help firms gather accurate data quickly and consistently. Onboard your clients with info that's organized and ready for downstream automation.
Secure Client Portal
Canopy gives firms full control over who sees what, with contact-level permissions and secure client access. This protects sensitive data while enabling modern, seamless collaboration.
Increase revenue and boost capacity, maintain your hours
Do more with the team you have, not the one you wish you had.
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Eliminate busywork like renaming files, chasing emails, or building task lists
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Auto-generate emails, summarize threads, and pre-fill questionnaires using AI
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Surface bottlenecks in your team’s workload and reassign in seconds
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AI helps you do more with less—especially during staffing shortages
See the ROI, not just the hype
Turn real usage data into smarter decisions across your firm.
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Track task reduction, turnaround time, and admin lift by feature
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View time savings across workflows with built-in Insights reporting
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Identify high-impact automations and expand them with one click
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Use capacity forecasts to make smarter staffing and pricing decisions
Built-in security, built for trust
Full visibility, full control, and zero surprises.
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Data encryption, role-based access, and audit logs built in
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AI features respect your firm’s file permissions and sharing rules
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Control what gets shared with AI tools—nothing syncs without your say-so
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Canopy never uses your firm or client data to train public models
Ready to get started?
Your future self will thank you.
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy Smart Client Intake uses AI-generated checklists and prefilled questionnaires to collect accurate information quickly and consistently. Smart Client Intake helps firms onboard clients faster while keeping intake data organized for downstream workflows.
