Technology May 2, 2026
Canopy Launches Canopy Coworker
Accounting firm practice management platform Canopy has released Canopy Coworker, an AI execution layer designed to transition practices into autonomous firms.
Firm Management April 23, 2026
Canopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker
Canopy Notetaker automatically archives every client conversation into the correct client record alongside the full history of engagements, documents, communications, and tasks that define that relationship.
Technology February 11, 2026
Canopy to Bring Bookkeeping Into Its Practice Management Platform
Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.
Technology January 18, 2026
Canopy Adds AI-Powered Tax Prep Through New Filed Integration
Canopy has announced the addition of AI-powered tax preparation to its accounting practice management software through a new integration with AI tax prep platform Filed.
Accounting November 11, 2025
Canopy Launches Interactive Community for Accountants
Canopy has introduced a customer community to help accountants connect, share ideas, and solve real-world challenges together, the South Jordan, UT-based company announced on Nov. 11.
Firm Management October 16, 2025
Canopy Launches AI-Powered Client Intake System
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Technology September 16, 2025
Canopy Smart Intake Expands to Include AI Document Request Lists
This new feature uses artificial intelligence to create unique request lists for each client in seconds—reducing the time it takes for accounting firms to gather tax documents and information.
Technology July 22, 2025
Canopy Announces Release of New Client Intake Solution
Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow.
Accounting April 23, 2025
Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI
Canopy has announced a $70 million Series C funding round. Viking Global Investors, a global investment firm with over $51 billion in capital under management–led the round.