Intake Workflows That Work for You
Streamline Intake. Power Your Workflow. Let AI Do the Heavy Lifting. Client intake doesn’t have to drain time and energy. ...
Monday, January 19, 2026
Tag: Intake
Smart Intake is Setting a New AI Standard for Accounting Workflows
Before any real accounting work begins, every firm faces the same familiar hurdle: gathering client information. Whether it’s collecting W-2s, ...
Smart Intake & The Future of Client Intake
When Jason Staats calls something “the coolest example of product AI I’ve seen yet,” you know it’s good.In this demo, ...
Canopy Unveils Industry-First Built-In AI Intake, Plus a Significant Enhancement to Engagements
SALT LAKE CITY – October 16, 2025 – Canopy, the leading all-in-one practice management platform built for modern accounting firms, ...
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, ...
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 ...
Product Update: Smart Intake Is Here
Simplify Onboarding, Speed Up Workflows We’ve officially launched Smart Intake, the next evolution of client onboarding for modern accounting firms. ...
Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction
SALT LAKE CITY — July 22, 2025 — Canopy, the leading all-in-one practice management platform built for modern accounting firms, ...
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