Canopy, an all-in-one practice management platform for accounting firms, has introduced Smart Intake, a new AI-powered solution designed to enhance client intake and tax workflows through intelligent questionnaires, dynamic document checklists, and real-time CRM data synchronization. Canopy’s Smart Intake aims to address the common challenge faced by accounting firms in managing disparate applications for document collection, data entry, task management, and billing. The fully native solution integrates directly within Canopy’s platform, leveraging existing client portal features, reminders, proposals, and engagements to provide a unified experience and reduce what the company calls “portal overload.” This integration is projected to save firms up to 20 minutes per client during tax preparation, accumulating significant time savings for practices managing a high volume of returns. Hanna Bjornn, VP of Product at Canopy, emphasized the strategic addition of AI-powered automation to the platform. “Canopy is already the system of record for tax and accounting firms, centralizing client data, documents, and daily workflows,” Bjornn stated. “With Smart Intake, we’ve added AI-powered automation that boosts completion rates and eliminates tedious back-and-forth. Our native solution now collects, organizes, and routes data seamlessly across the platform. Client information is prefilled for easy review and confirmation, while responses sync instantly to CRM records and checklists update dynamically, reducing manual work, giving significant time back to the team, and freeing them to focus on delivering real value.” Smart Intake distinguishes itself from third-party tools by being fully embedded within Canopy’s platform, aiming to eliminate issues such as duplicate data entry, synchronization errors, and vendor sprawl often associated with limited integrations or isolated portals. Key capabilities of the new solution include customizable questionnaires for various uses like client fit assessments or tax organizers, and AI Prefill that suggests answers for client confirmation. The system also offers custom document request lists, intelligent document management with AI-powered renaming and classification, and 360° Insights for tracking client progress, identifying blockers, and monitoring billable status. The native integration of Smart Intake is intended to facilitate rapid deployment, allowing firms to go live in hours rather than weeks, without the need for extensive setup or custom connectors. Canopy also highlights a bundled license model, which it states provides a lower total cost of ownership compared to point solutions that typically charge per return. Based in Salt Lake City, Canopy provides an award-winning practice management platform encompassing CRM, workflow management, document management, time and billing, and payment processing, all designed to streamline firm operations and enhance client interactions. The company holds SOC2 certification, underscoring its commitment to data security.