Canopy Unveils Industry-First Built-In AI Intake, Plus a Significant Enhancement to Engagements
Summary
Canopy has added AI-powered questionnaires to Smart Intake and rebuilt its Engagements module for accounting firms. The new tools help firms collect client information faster, auto-fill known data, match uploaded files, and create more polished proposals without third-party software. Canopy says firms can save up to 50 minutes per client and run a smoother intake and engagement workflow inside one platform. The company also points to future upgrades in billing, invoicing, analytics, workflows, and additional AI integrations.
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applications
Accounting and Taxes
AskAI Classifications
Labels
Practice Management Software
Tax Resolution Software
Document Management Software
Linked Companies
Canopy
$10M to $25M