Canopy helps accountants build an autonomous firm

All in one practice management software

CANOPY

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Meet Your New Favorite Coworker

EVERYWHERE AI

Meet Canopy Coworker

COMING SOON. Coworker coordinates and executes work across your tasks, workflows, and clients—all securely within Canopy.

Session
Recomendations
Actions
Firm-Wide Automations

Your command, on-demand.

Skip the manual work. Just ask Coworker to handle the execution

Get instant, data-backed answers about team capacity or unbilled time without ever exporting to Excel

Track every “Needs Attention” item and monitor live, multi-step tasks in progress directly within the conversation thread

Describe a complex outcome—like archiving a year’s worth of engagements—and watch it build an executable plan in seconds

Works in the background. Thinks about what's ahead.

An AI that doesn’t just flatter you, insert em-dashes, or process data; Canopy Coworker recommends your firm’s next move

Automatically identifies missing information from prior-year work and suggests personalized request lists

Monitors firm-wide workloads in real-time to recommend task reallocations and ensure high-priority deadlines are met

Recommends the most efficient project templates and provides automated nudges for stalled tasks to keep every engagement moving forward on track

Actions without interruptions.

Canopy Coworker does more than just suggest the next step—it executes the work for you directly within your firm’s platform

Drafts professional, context-aware email responses and client communications natively within your inbox

Automates workflow actions, such as creating tasks or updating project statuses the moment a client uploads a file or signs an engagement letter

Instantly summarizes complex client histories and multi-thread conversations into actionable internal notes

Review queue allows staff to review and approve AI drafted items from coworker sessions before they execute

Death to (Manual) Busywork

Coworker turns your manual busywork into self-driving workflows so nothing falls through the cracks

Automatically triggers handoffs and task reassignments the moment a project status changes

Flags transaction-level anomalies in your bookkeeping data and creates tasks for your team before small issues become big problems

Analyzes historical performance to recommend smarter automation rules for recurring projects

ACCOUNTING PRACTICE MANAGEMENT

Canopy Practice Management Suite

Practice management software should bring together all of your practice’s mission-critical
functions in one place. Our suite—like your tax, accountancy, or bookkeeping firm—is built
around your clients, with Client Management as the foundation. From there, Canopy lets you
pick and choose from our other AI-enhanced modules, depending on what works best for you
and your firm. And now with Canopy Coworker, our Everywhere AI, you can automate (see also:
offload) busywork and workflows, saving hours of time and headaches and allowing you to
focus on accounting and relationships rather than maintenance.

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love that it’s continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.”

Erica S. / Payroll Manager

“The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere.”

Michael B. / Monotelo Advisors Financial Services

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

Austin M. / Principal

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

Licia V. / Canopy Customer

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the pandemic hit. 5+ years later, I can’t imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.”

Sandeep B. / Canopy Customer

“Canopy is worth every penny. I love that everything is all in one place. I use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.”

Jessie B. / President

250k+

Invoices created in Canopy every month

15k+

Practitioners trusting Canopy

6M+

Files securely uploaded & stored in Canopy

Practice Management Playbook

56% of accountants are buried in admin work...

Practice management software is essential to keeping your firm running smoothly, but simply having it isn’t enough.

Too often, firms invest in these systems but fail to fully utilize them, leaving powerful features untouched. To see real benefits, you need to optimize how you use each tool.

In this ebook, we break down 7 simple strategies to help you streamline processes, free up time, and get more value from the tools you already have.

Grab your copy!

What you ll learn:

How to use practice management software to centralize client data, streamline
workflows, and reduce inefficiencies

Ways to automate repetitive tasks like reminders, invoicing, and document requests to free up your team’s time

Tips for improving team collaboration and accountability

Feeling overwhelmed by firm ownership? Darren Root shares how simplicity, clarity, and focus can transform your accounting practice.

LISTEN NOW

Canopy helps accountants build an autonomous firm

All in one practice management software

Download The Free E-bookTo Get Started

Meet Your New Favorite Coworker

EVERYWHERE AI

Meet Canopy Coworker

COMING SOON. Coworker coordinates and executes work across your tasks, workflows, and clients—all securely within Canopy.

Your command, on-demand.

Works in the background. Thinks about what's ahead.

Actions without interruptions.

Death to (Manual) Busywork

Canopy Practice Management Suite

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love that it’s continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.”

“The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere.”

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the pandemic hit. 5+ years later, I can’t imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.”

“Canopy is worth every penny. I love that everything is all in one place. I use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.”

250k+

15k+

6M+

Practice Management Playbook

What you ll learn:

Practice Success Podcast

Blake Oliver: Why Busy Season Is Optional

Ali Bawi: Your Accounting Data Is Telling You Something Are You Listening?

Content Is Connection: Dr. Kristy Short on Marketing That Moves Accountants Forward

Heather Satterley: Change Is the Job Now in Accounting

Darren Root: The Simple Firm and the Path to Professional Freedom

Search

Discover How an S Corp Can Unlock Major Tax Savings

Download The Free E-book
To Get Started