SALT LAKE CITY — July 22, 2025 — Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced Smart Intake, a fully native solution that transforms client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, dynamic document checklists, and real-time CRM data sync—all within Canopy.
See a demo of Smart Intake here: https://youtu.be/QkiYbmFp964
As firms seek to improve client experience and streamline internal operations, many are forced to cobble together multiple apps and processes for document collection, data entry, task management, and billing. With Smart Intake, Canopy puts an end to “portal overload,” delivering a seamless client and staff experience that leverages all of the information inside the system firms already use to run their practices. Smart Intake works seamlessly with Canopy’s existing client portal, reminders, proposals and engagements, bringing everything you need into one platform.
“Canopy is already the system of record for tax and accounting firms, centralizing client data, documents, and daily workflows,” said Hanna Bjornn, VP of Product at Canopy. “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.”
A Platform-First Approach to Client Onboarding
Unlike third-party tools that rely on clunky APIs, limited integrations, or isolated portals, Smart Intake is fully embedded in Canopy’s unified platform. The result is a synchronized, always-up-to-date experience that eliminates duplicate data entry, sync errors, and vendor sprawl.
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.
Faster Time to Value, Lower Total Cost of Ownership
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. And unlike point tools that charge per return, Canopy offers a bundled license model with significantly lower total cost of ownership.
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]
