Canopy Announces Release of New Client Intake Solution
Summary
Canopy launched Smart Intake, a native client intake solution for accounting firms. The product uses AI-powered questionnaires, intelligent prefill, document checklists, and real-time CRM sync to automate intake and tax workflows. Canopy says the feature reduces manual work, eliminates portal overload, and helps firms save time per client during tax preparation. The company also emphasizes that Smart Intake is fully embedded in its platform, with no need for third-party tools or custom connectors.
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applications
Accounting and Taxes
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Labels
Practice Management Software
Tax Resolution Software
Document Management Software
Linked Companies
Canopy
$10M to $25M