Canopy Coworker is now available to all firms on its Standard, Plus, and Premium plans as an Experimental Feature, Canopy’s early-access program for new capabilities (similar to an open beta). Coworker is an AI teammate built into Canopy that can operate inside the platform for the firm, handling everything from chasing missing documents to building custom reports, and recommending next steps to improve productivity and profitability.
“The biggest drain on an accounting firm isn’t the accounting. It’s the hours spent chasing, checking, reminding, and cleaning up,” said Hanna Bjornn, SVP of Product at Canopy. “Coworker automates that operational cycle in three steps: the firm sets the objective, the system executes the workflow across the entire client base, and it flags only the exceptions that need professional review. By removing the burden of daily tracking, firms can direct their attention to broader firm health, such as identifying missed billables and reallocating staff capacity where it’s needed most.”
To help firms fully explore what Coworker can do Canopy is adding bonus credits on top of what is already included in every plan through April of 2027. That gives teams room to give Coworker real client work, not just a quick test drive. Because Coworker lives inside Canopy, it already knows each firm’s clients, team, workflows, and permissions, so it can start acting on them right away. Work that used to take too long to be worth starting now takes a single request.
What firms are doing with Coworker
- Firms that used Coworker during early access put it to work on jobs that used to take hours of clicking, exporting, and cross-checking, here are some examples:
- Revenue found in the firm’s own data. Coworker found clients with highly billed bookkeeping hours but no monthly contract, producing a list of upsell leads in one request.
- Capacity across every office location. Leaders at multi-office firms identified who, in which location, had capacity to take on a batch of returns.
- Missing documents, found and followed up. Coworker compared what clients sent against prior-year records and drafted follow-ups. This was one of the most-used capabilities in early access.
- Weekly data quality checks. Coworker audited new clients for missing tags, flagged disconnected staff email accounts, and created needed cleanup tasks.
- Client meetings prepped in seconds. Coworker created client-at-a-glance briefs and pulled key figures from comprehensive 1040s.
- Bulk cleanup without the clicking. One firm had Coworker fix 338 bookkeeping tasks missing tax-year tags without anyone opening them one by one.
- Answers precise enough to act on. One team asked a single question and got back the 147 “Not Tax Ready” clients who had already uploaded source documents.
Coworker runs entirely inside Canopy’s secure platform, so client data is never handed to outside AI tools. It follows each firm’s user and role permissions, logs every action, and works as a supervised AI coworker, asking for approval wherever the firm requires it. As trust builds, firms can give it more independence. Learn more at trust.getcanopy.com.
Coworker arrives one week after Canopy released Tax Workflow Automation, and the two work together. Tax Workflow Automation handles intake, prep, and delivery for each return, while Coworker watches all of them at once, spotting what’s blocked or missing and drafting the follow-up. Together, they bring firms closer to an autonomous firm, where routine work runs on its own and accountants spend their time on clients.
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