Accounting practice management platform Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, document checklists, and real-time customer relationship management data sync.
Smart Intake puts an end to “portal overload,” delivering a seamless client and staff experience for accounting firms that leverages all of the information inside the system firms already use to run their practices. Smart Intake works with Canopy’s existing client portal, reminders, proposals, and engagements, bringing everything into one platform.
“Canopy is already the system of record for tax and accounting firms, centralizing client data, documents, and daily workflows,” Hanna Bjornn, vice president of product at Canopy, said in a statement. “With Smart Intake, we’ve added AI-powered automation that boosts completion rates and eliminates tedious back and forth. Our native solution now collects, organizes, and routes data seamlessly across the platform. Client information is prefilled for easy review and confirmation, while responses sync instantly to CRM records and checklists update dynamically, reducing manual work, giving significant time back to the team, and freeing them to focus on delivering real value. In tax prep scenarios, firms can save as much as 20 minutes per client, which adds up quickly when managing hundreds or thousands of returns.”
Unlike third-party tools that rely on clunky APIs, limited integrations, or isolated portals, Smart Intake is fully embedded in Canopy’s unified platform, resulting in a synchronized, always-up-to-date experience that eliminates duplicate data entry, sync errors, and vendor sprawl, the South Jordan, UT-based company says.
Key capabilities available now include:
- Custom questionnaires: Easily tailor forms for multiple use cases—assessing client fit, tax organizers, client feedback, etc.
- AI prefill: You already have answers to many of the questions you may ask. Allow your client to respond with AI suggestions and confirm or change answers as necessary.
- Document request lists: Create custom document requests lists that can be sent directly to your client. Request exactly what you need and have it uploaded all in one place. No confusing emails, no missed files, just faster responses and smoother workflows.
- Intelligent document management: Put your documents to work. Select files for AI-powered renaming and classification based on naming conventions you set so everything stays clean, consistent, and easy to find. You’re also storing files and workpapers in the same software where you manage requests, decreasing software hopping and file searching.
- 360° insights: Track client progress, blockers, and billable status—all from one login.
Because Smart Intake is native to Canopy, firms can go live in hours—not weeks—with no need for setup, custom connectors, or change management across multiple vendors, the company says. And unlike point tools that charge per return, Canopy says it offers a bundled license model with significantly lower total cost of ownership.
More information about Smart Intake can be found here.
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