Smart Intake

Canopy’s AI sorts and matches documents—even if they come in as a messy PDF or in bulk uploads. Less sorting for you, and fewer headaches for everyone.

Absolutely! Build your own checklists, or let Canopy generate predictive ones based on previous years or client type. Or use templates for repeatable tasks like feedback surveys.

Nope! Clients can use the Canopy Portal or a magic one-click secure link. No passwords, no login struggles.

Canopy sends friendly, automated reminders for missing docs, eSignatures, and payments—so you don’t have to chase anyone down.

Definitely. Canopy is SOC 2 Type II compliant and uses bank-level encryption to keep all client data safe.

Tax workflow automation in Canopy lets you standardize and streamline your process—from client intake to task completion. Build templates for common tax workflows, automatically assign and trigger tasks as steps are completed, and use real-time dashboards to track progress across your team. You always know what’s done, what’s pending, and who’s responsible for each step.

Canopy streamlines routine tax prep by automating document requests, sending eSign and follow-up reminders, and using AI to classify and sort uploads to the correct client folders. This means less chasing paperwork, fewer manual check-ins, and a much faster, more consistent tax prep experience for your team.