A Closer Look: Smart Intake

Client intake has been one of the most painful, fragmented processes in accounting—until now.

Join us for a closer look at Smart Intake, Canopy’s new AI-powered intake software designed to eliminate back-and-forth, automate data collection, and jumpstart every engagement.

In this session, you’ll learn how to:

Eliminate repetitive admin with AI-powered document requests, smart checklists, and automated reminders
Collect better data, faster, with custom and pre-filled AI questionnaires
Accelerate onboarding with eSignatures, auto-triggered tasks, and mobile-friendly client intake
Reduce errors with AI document renaming, classification, and global naming rules
Deliver a standout client experience with a secure, modern portal and flexible intake links