Tag: Intake

When you hear the phrase “law firm website accessibility,” you’re probably thinking “compliance risk,” not “marketing opportunity.” But many firms ...

Streamline Intake. Power Your Workflow. Let AI Do the Heavy Lifting. Client intake doesn’t have to drain time and energy. ...

Before any real accounting work begins, every firm faces the same familiar hurdle: gathering client information. Whether it’s collecting W-2s, ...

When Jason Staats calls something “the coolest example of product AI I’ve seen yet,” you know it’s good.In this demo, ...

SALT LAKE CITY – October 16, 2025 – Canopy, the leading all-in-one practice management platform built for modern accounting firms, ...

Create a custom request list in seconds with information already in Canopy SALT LAKE CITY –September 16, 2025 – Canopy, ...

Client intake has been one of the most painful, fragmented processes in accounting—until now. Join us for a closer look ...

Simplify Onboarding, Speed Up Workflows We’ve officially launched Smart Intake, the next evolution of client onboarding for modern accounting firms. ...

SALT LAKE CITY — July 22, 2025 — Canopy, the leading all-in-one practice management platform built for modern accounting firms, ...