AI-powered accounting practice management software displaying automated document matching and a digital tax organizer.

AI-ARCHITECTED CLIENT INTAKE SOFTWARE

Smart Intake

Q: Can we customize the questions or document requests for each client?

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.

Q: Do my clients need to log in to use Smart Intake?

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

Q: What happens if a client forgets to send something?

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

Q: Is client data secure with Canopy?

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

Q: How does Canopy’s tax prep automation work?

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.

Smart Intake handles client intake, document matching, and the inevitable chase, so you can get to work.

Average 4.6/5 from 1000+ reviews

One minute intro to Canopy Smart Intake

What Canopy’s Smart Intake does for you:

Auto-build checklists based on past returns, services, or CRM data
Pre-fill questionnaires with known data and scanned docs
Auto-match incoming files to checklist items and track completion in real time
Generates questionnaires and document requests in any language—just tell AI which one to use

“The addition of AI features [to Canopy] has been a huge plus. The AI renaming tool in particular has significantly improved our document workflows and reduced time spent on repetitive tasks. I also really enjoy the Insights dashboard—it gives us access to detailed, actionable reports that help our team make better decisions. Task management is strong overall and keeps things running smoothly.”

Mackinley G., IT Manager and Administrative Assistant

Faster Prep. More Capacity.

AI-powered tax prep that fits right into your existing Canopy workflows.

Reduce Errors & Missing Documents

Canopy’s smart checklists, AI-matched uploads, and auto-filled forms work together to eliminate manual data entry mistakes and help ensure you have every document you need from clients right at the start.

Save Valuable Time On Every. Single. Return.

Predictive intake requests, reminders, and document collection let your team stop chasing paperwork & other requests and focus on higher-value (see also: not busywork) work.

Accelerate Onboarding & New Engagements

Clients can submit documents, sign agreements, and provide payment details. For returning clients, Smart Intake auto-fills forms and requests using existing CRM data, saving time for everyone.

Faster Intake, Fewer Mistakes, Happier Clients

With Smart Intake, every step that follows gets easier. You'll spend less time chasing information and more time getting things done. That elegant graphic over there illustrates how.

Tax Workflow

Customization without all the (ugh) manual-ness

Deliver a 5-star client experience without all of the hands-on busywork. We know you need customization because the more specific and unique your requests are the higher their likelihood of getting done.

Convert Tax Organizer to digital form: Take the organizer from your tax software and watch AI create it in a matter of minutes, complete with required fields, conditional logic, and various question types.
Conditional logic for file requests: When a client answers in a specific way, the questionnaire can follow up with a file request. BONUS: it’ll build a document checklist in real-time that resurfaces at the end of the questions.
Secure Links for clients & prospects: Anyone can securely access and respond to Questionnaires. Helping further eliminate paper and manual data entry. See more about secure links

Smart matching and bulk upload features shown in a modern accounting practice management software document portal.

Dashboard view of an accounting practice management software tool for automated document collection and client intake.

Tax Workflow

Ditch The Endless Back-and-Forth

Automate info-gathering, reminders, and client intake. No manual admin necessary.

Predictive DRLs & Questionnaires: Automatically generate custom checklists and smart questionnaires for each client using last year’s documents or proforma data.
Smart Prep Integration (Coming Soon): Turn collected documents into a draft 1040 automatically, reducing follow-up questions and eliminating manual rekeying before review. Check out Smart Prep
AI Document Renaming & Matching: Automatically match client uploads to the right request list items, rename, and classify files instantly based on your firm’s naming rules.

TAX WORKFLOW AUTOMATION

Ridiculously Simple Client Engagement

From smart forms to secure payments, Canopy handles the busywork so you can get down to business faster.

Questionnaires & Checklists: Serve up dynamic, personalized questions and document requests—already filled in with info from past engagements or your CRM.
Secure Client Portal Links: Clients can handle everything right in the Canopy Portal, or, if they hate passwords, they can use a one-click secure link.
eSignatures: Get agreements signed quickly (and securely) with Canopy eSignatures.
Payment Info Collection: Securely collect, store, and manage client payment details directly in the portal.

Client portal in accounting practice management software showing "Respond using AI" feature for personal information forms.

Multilingual accounting practice management software showing an AI-generated bilingual tax questionnaire in English and Korean.

MULTILINGUAL SUPPORT

Language Barriers? Not Here.

Smart Intake makes your intake process smoother for every client, no matter what language they speak.

Multi-language intake in seconds: Easily set a client’s preferred language during intake. Canopy handles the rest, including translation behind the scenes.
Auto-generates bilingual forms and requests: Canopy creates questionnaires and document request lists in both English and the client’s chosen language. No extra tools or steps required.
Keeps things professional without extra work: Deliver a polished, personalized experience for non-English speaking clients. No manual edits or extra software needed.
Reduces friction for diverse clients: Clients can read, respond, and upload documents in their preferred language. Intake becomes faster and smoother for everyone.

Ready to get started?

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

What if a client uploads the wrong document to Canopy or everything in one giant PDF?

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.

Can we customize the questions or document requests for each client?

Do my clients need to log in to use Smart Intake?

What happens if a client forgets to send something?

Is client data secure with Canopy?

How does Canopy’s tax workflow automation help me?

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.