COLLECT. PREPARE. DELIVER. ALL IN CANOPY.
Tax Workflow Automation
From the first document request to the signed, paid return, Canopy runs your whole tax season in one AI-powered workflow.
One Platform. For Every Step of Tax Season.
Collect, prepare, and deliver inside the platform your firm already uses for billing, tasks, and client communication.
One Client Portal, Start to Finish
Clients upload documents, answer questionnaires, review, sign, and pay in one place, from the first request to the signed return.
Automated Firm Control, Not Firm Chaos
AI handles the repetitive work at every stage, from building request lists to filling in the delivery.
Measurable ROI Across Tax Season
Time saved at intake, prep, and delivery adds up to hundreds of hours a season that can go toward advisory work or more returns.
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Build a personalized document checklist and questionnaire for every client from last year's return and your CRM, and send it automatically from your task workflows
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Recognize, rename, and match every client upload to the right request, and remind clients until everything's in
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Send documents to your Smart Prep partner (Filed, Byron, or Juno) to populate the return in your tax software
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Read the finished return and fill in the delivery in about 30 seconds, including refunds, balance due, and estimated payments
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Let clients review, sign, and pay in one guided flow, in the portal or by secure link, then remind them before each estimated payment
“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of client's tax transcripts.”Licia V., Canopy Customer
20-50 minutes
saved per client at intake
4x faster
return prep, with less manual work
45-90 minutes
saved per return at delivery
SMART INTAKE
Ditch the Endless Intake Back-and-Forth (Permanently)
Set up intake once in your task template and Canopy builds a questionnaire or document checklist for every client, then sends it at the right step. Every time.
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Turns your tax organizer into a digital questionnaire, pre-filled with what you already know
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Builds each client’s checklist from their prior-year return and client record
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Sends automatically when a task is created, a status changes, or a date arrives
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Recognizes, renames, and matches uploads to your requests
SMART PREP
Prep Returns 4x Faster
You run the process. Canopy handles the prep behind the scenes, from document selection to final review.
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Choose your partner: direct integrations with Filed or Juno
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Works with Drake, CCH Axcess, ProConnect, ProSeries, Lacerte, and UltraTax
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You choose exactly which clients and documents sync. Nothing is shared by default
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Confidence scores and form-level diffs support review, and finished workpapers sync back to Canopy
SMART DELIVERY
Deliver Returns in Minutes, Not Hours
Upload the finished return and Canopy fills in the delivery in about 30 seconds. Clients review, sign, and pay in one guided flow, then get reminded before every estimated payment.
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AI reads 1040, 1120-S, 1065, 1041, and 1120 returns and fills in the details, including refunds, overpayments applied to next year, and estimated payments
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Clients sign right on the return, with signature spots marked and KBA included
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Clients who don’t use the portal can finish everything through a secure link
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Require payment before the return is released, after, or not at all, per delivery
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Estimated payment reminders keep clients on track after you file
TAX WORKFLOW AUTOMATION
Automated for Your Firm. Personal for Your Client.
Until now, firms had to choose: standardize with templates and bulk sends, or tailor requests client by client. Tax Workflow Automation removes that tradeoff. Set up intake once, and every client still gets a request built for them.
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Automated intake in task workflows like questionnaires and checklists in task templates and recurring tasks
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AI drafts per client from one prompt
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Works across bulk apply and recurring tasks
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Drafts flagged for review
REDUCE YOUR TECH STACK
Replace Up to 5 Tools with One Platform
Most firms run tax season on separate tools for intake, prep, e-signature, delivery, and payments, each with its own login and its own copy of client data. Tax Workflow Automation brings them into one platform, connected to the billing, tasks, and client portal your firm already uses.
Tax season now runs on autopilot. Canopy connects every step so your team reviews returns instead of pushing paper.
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Dynamic questionnaires pre-populate from last year's data and build a custom document checklist in real time based on client answers
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Uploads are instantly matched, classified, and renamed by your firm's rules
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Source documents are extracted and mapped directly to your Smart Prep partner, generating a draft 1040 so your staff reviews instead of re-enters
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Completed returns are scanned, e-signatures placed, and invoices sent automatically
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After delivery, clients get reminders before each estimated tax payment
“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.”Mackinley G., IT Manager and Administrative Assistant
Ready to get started?
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Tax Workflow Automation is an AI-powered system within Canopy practice management software that manages the full tax engagement lifecycle. It integrates Smart Intake, Smart Prep, and Smart Delivery into a single, connected workflow to handle everything from initial document collection to the final signed return.