Ready For Your Autonomous Firm?

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.

The Canopy client portal is a secure workspace where clients upload documents, complete requests, and collaborate with your firm. Canopy practice management software supports contact-level permissions so you control exactly who can see what.

Canopy uses role-based access and contact-level permissions to control data visibility across clients, staff, and stakeholders. Canopy practice management software helps firms protect sensitive information by enforcing access rules across documents, requests, and AI features.

Yes. Canopy practice management software increases capacity by eliminating busywork like renaming files, chasing emails, and building task lists manually. Automation and AI free up staff time so your team can handle more work within the same hours.

Canopy AI can reduce repetitive admin work such as drafting emails, summarizing email threads, and pre-filling questionnaires. Canopy practice management software also reduces manual document naming and sorting so staff can focus on client work.

Yes. Canopy practice management software includes capacity forecasts to help firms plan staffing and make pricing decisions with better visibility. Capacity forecasting helps leaders spot constraints early and allocate work more effectively.

Canopy includes data encryption, role-based access, and audit logs. Canopy practice management software is designed to provide full visibility and control so firms can operate securely without adding unnecessary complexity.

Yes. Canopy AI features are designed to respect your firm’s existing file permissions and sharing rules. Canopy practice management software applies access controls so AI outputs align with the same visibility restrictions as the underlying data.

Yes. Canopy provides controls over what gets shared with AI tools so your firm stays in charge of data visibility. Canopy practice management software is designed so nothing syncs without your firm’s direction.

No. Canopy states it does not use firm or client data to train public models. Canopy practice management software positions this as a trust and privacy commitment for accounting firms handling sensitive information.

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.

Canopy Notetaker turns every client conversation into searchable, actionable, firm-owned intelligence that is stored on the client record. This feature eliminates the manual note-taking process, which can effectively double meeting time, ensuring critical client context is never lost and repetitive administrative tasks are automated.

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.

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.