AI Tax Returns

Smart Prep

Q: Which AI tax prep partners does Canopy Smart Prep support?

Canopy Smart Prep supports Filed, Byron, and Juno. Firms can choose the best partner for their specific return types and manage the entire engagement process within Canopy.

Q: Does Canopy Smart Prep replace my existing tax software?

No. Canopy Smart Prep works alongside your existing tax software (such as Drake, CCH Axcess, ProConnect, or UltraTax). It automates the document extraction and prep phases to prepare data for your tax software.

Q: How does Canopy Smart Prep improve firm productivity?

Canopy Smart Prep eliminates manual data entry and re-keying. It syncs documents from Canopy to AI partners and automatically surfaces partner statuses, errors, and completed workpapers within the existing Canopy work lists.

Q: Is my client data secure when using Canopy Smart Prep?

Yes. Canopy Smart Prep maintains high security standards for data exchange. All data transferred to partners is encrypted in transit and at rest, and all integration partners must meet SOC 2 compliance standards.

Q: How is the pricing structured for Canopy Smart Prep?

Canopy Smart Prep functions as an integration framework inside your Canopy platform. Each third-party AI prep partner (Filed, Byron, or Juno) requires a separate subscription or plan; pricing depends on the partner and the volume of returns processed.

Coming Summer 2026: AI Tax Prep Software + Canopy = Your Easiest Tax Season Yet

Average 4.6/5 from 1000+ reviews

ONE MINUTE DEMO OF AI-POWERED TAX PREP

What Canopy's Smart Prep Can Do For You

Automates tax return preparation with AI-powered document extraction and mapping
Eliminates manual data entry for 1040 returns
Keeps all client communication and tasks in one place
Speeds up review by generating a draft return
Helps you scale tax prep without adding staff

“Filed handles the most time-consuming parts of tax prep, and by embedding it directly into Canopy, we connect intake, preparation, and review into one continuous workflow. That compression allows firms to move faster, increase output, and scale capacity without adding staff.”

Hanna Bjornn, VP of Product at Canopy

Faster Prep. More Capacity.

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

Prep 4x Faster (Without Manual Entry)

Canopy x AI tax prep software integrates with leading AI tax software to extract, classify, and map 1040 docs, generating a draft return so your team reviews instead of re-keys.

One Workflow, One Client Experience

Manage everything from intake to prep to delivery in a single system. AI tax prep software integrates with Canopy to keep all communication, tasks, and client-facing steps in sync.

Handle More Returns Without Hiring

AI-powered prep expands your team’s capacity without increasing headcount. Firms can take on more returns, meet deadlines faster, and avoid burnout during peak season.

TAX WORKFLOW AUTOMATION

Your Workflow, Your Rules

Smart Prep fits into your process without taking it over. You stay in control from document selection to final review, while your AI-ified tax workflow runs in the background.

Your team reviews and approves the return before it’s finalized
Maintain full control over data access and security with sharing controls and secure document sync
Canopy Smart Prep is integrated with Filed, Byron, and Juno

Ready to get started?

Frequently Asked Questions

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What is Canopy Smart Prep?

Canopy Smart Prep is a partner-agnostic integration framework for AI-powered tax preparation. It connects accounting firms to third-party AI tax prep tools directly inside the Canopy practice management software.