Aug 6, 2025 60 min watch

A Closer Look: Smart Intake

upcoming

September 04, 2025 01 PM ET

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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

KC Brothers

Director of Product Marketing, Canopy

KC Brothers is the Director of Product Marketing at Canopy, where she’s spent the past three and a half years deeply researching the market, the tools, and—most importantly—the people behind modern accounting firms.

She’s led hundreds of interviews with firm owners, staff, consultants, and even non-users, digging into what helps firms grow and what gets in the way. KC also hosts the Practice Success Podcast, where she talks with industry experts about technology, operations, client relationships, and the future of the profession.
She brings a unique blend of SaaS expertise, curiosity, and a deep passion for software efficiencies, AI automation, and building better workflows. Whether it's through smarter systems or better time boundaries, KC’s all about helping accountants get more done—with less stress.

Malachi Hopoate

Manager of Product Education, Canopy

Malachi Hopoate is a product education and enablement leader with a track record of driving customer success in SaaS. He builds scalable enterprise learning systems—from documentation and video to in-app guidance and customer communities—that support both users and internal teams.
Known for leading cross-functional initiatives and AI-powered content workflows, Malachi turns complexity into clarity. A former educator and lifelong learner, he brings both precision and empathy to his work, believing that great enablement drives adoption, confidence, and lasting impact.