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  • Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm

    imageJoin us August 27 at 1:00 pm! Register Here
    General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security. This session breaks down the real difference between general-purpose AI and a platform-native system built with firm data already in context, including what recent IRS guidance means for how firms should be reviewing AI-assisted work. We'll ground the discussion in a live look at Coworker, Canopy's native AI execution layer, and the human-in-the-loop framework that keeps your team in control of every output before it reaches a client.