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WORK

NEWBookkeeping
Smart Prep
Smart Intake
Engagements
Document Management
Workflow
Templates

OPERATIONS

Time and Billing
Payments
Internal Collaboration
Reporting
Capacity Planning
Transcripts & Notices
Tax Resolution

CLIENTS

NEWAI Notetaker
Client Portal
Client Communication
Client Onboarding
eSignatures
Secure Links

PLATFORM

NEWCoworker
Firm System of Record
CRM
AI for Accounting Firms
Security

WHY CHOOSE CANOPY

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DISCOVER

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ABOUT US

About Canopy
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Canopy Status

POPULAR

Pricing
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AI governance
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FIRM SIZE / FIRM FOCUS

Large Firms
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Advisory Teams
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CUSTOMER RESOURCES

Implementation
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Canopy University
Canopy Community
Desktop Assistant
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PARTNERS

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