Canopy Smart Intake Expands to Include AI-Driven Document Requests

Create a custom request list in seconds with information already in Canopy

SALT LAKE CITY –September 16, 2025 – Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced the next major enhancement to its AI-powered Smart Intake feature: AI Document Request Lists. This innovation uses artificial intelligence to create unique request lists for each client in seconds—dramatically reducing the time it takes for firms to gather critical tax documents and information.

This addition to Canopy is in line with the company’s ongoing commitment to making the work accountants do more efficient and easier. Earlier this year, Canopy raised $70 million to continue improving its product. This new tool, along with many others coming later this year, are part of that huge investment in the platform.

With AI Document Request Lists, Canopy scans available client tax information to instantly generate a tailored list of required documents.  Practitioners can easily edit these lists, adding or removing items as needed. This enables the client to be more compliant with what a firm requests, and with Canopy’s automated reminders, no more back and forth trying to get the right documents submitted. Additionally, clients will be able to set reminders for themselves if they don’t have a document/file being requested.

Firm members can use reference-able data within Canopy (CRM data, files, documents, etc.) to build a unique, predictive checklist. And in the coming months, additional AI Document Request Lists will be available for gathering bookkeeping files and requesting files for audits. Users can also build templates and type in prompts to help guide the AI, great for bulk creation of Predictive DRLs. And as clients upload files, Canopy’s AI will recognize an upload that matches a request and automatically mark it as complete, ensuring that the practitioner collects the correct documents.

“Client intake has historically been one of the most time-consuming parts of the accounting workflow, for both practitioners and their clients,” said Hanna Bjornn, VP of Product at Canopy. “With AI Document Request Lists, we’re eliminating that back-and-forth and replacing it with an intelligent, automated experience that ensures firms get the right documents the first time.”

See a demo of Smart Intake

Smart Intake Saves Firms 20+ Minutes per Request 

Smart Intake is Canopy’s next-generation client onboarding and information-gathering solution, designed to completely remove friction from the intake process for any work an accounting firm needs to kickoff. 

Leveraging AI and automation, Smart Intake:

Creates tailored document request lists based on each client’s specific projects
Builds dynamic questionnaires that adjust to the situation
Consolidates requests into a single, easy-to-use client experience
Enables bulk creation of requests for multiple clients at once

By ensuring practitioners only request what’s necessary—when it’s necessary—Smart Intake speeds up turnaround times, improves client satisfaction, and helps firms stay organized and efficient.

Coming Soon: AI-based Questionnaires 

In addition to adding list requests for bookkeeping and audit, the next up in the evolution of Smart Intake, Canopy will launch AI-based Questionnaires. Firms will be able to prompt Canopy AI to build a survey for them, saving significant admin time. They can then save that as a template or send it as an ad-hoc questionnaire when needing to collect information.

In addition, Canopy, in the coming months, will be releasing an updated and more robust version of its proposals and engagements tool, improvements to billing, and more AI integrations into its existing products. Stay tuned.  

About Canopy

Canopy is an award-winning, all-in-one practice management platform for accounting firms. The platform provides a suite of integrated modules–including CRM, workflow, document management, time & billing, and payments–designed to streamline firm operations and improve the client experience. Canopy is SOC2 certified and committed to data security. Learn more at getcanopy.com.

Media Contact: Chad Saley Director of Content [email protected]