Canopy Coworker is officially live and available for all Canopy users—and it’s built directly into your client records, tasks, and communications.

Instead of jumping between disconnected tools, Coworker works where your firm’s day-to-day work already happens:

• Not chasing people for updates: Coworker spots stalled tasks and automatically follows up with clients for missing documents or signatures.

• A quick snapshot of what's going on: Summarizes lengthy communication histories and notes so anyone stepping in knows where everything stands instantly.

• Workflow execution in plain language: Tell it what you need done—from assigning follow-up tasks to drafting client messages—and it executes across Canopy without manual data entry.

• Keeping everything tied to the client: No maintaining prompt libraries or copying and pasting between standalone AI tabs and your practice management system.

Accountants aren't looking to reinvent their firm; they just want to stop the manual coordination drag so nothing slips through the cracks.

Want to see Coworker live? Schedule a demo and ask to see what it can do for your firm.