Canopy, the all-in-one practice management software designed to help accountants build an autonomous firm, today announced general availability of Tax Workflow Automation, an AI-powered suite that takes tax work from the first document request to the signed, paid return in one connected workflow. With new task-template automations, firms can now send every client a personalized questionnaire and document checklist in bulk, ending the long-standing tradeoff between scale and a personal client experience.
Firms have historically had to choose between automation and personalization. They could send one standard organizer to every client at scale, or they could build each questionnaire and checklist by hand. With today’s release, a firm sets up intake once in a task template and applies it to hundreds of clients at a time. Canopy then generates a questionnaire and document checklist tailored to each client and sends it automatically when the workflow reaches the right step.
The Canopy Tax Workflow Automation suite includes three connected modules:
- Smart Intake generates client-specific questionnaires and document checklists and recognizes, renames, and files uploaded documents. It saves firms 20 to 50 minutes per client.
- Smart Prep sends client documents to integrated AI preparation partners, which populate returns four times faster, with 50 to 70 percent less manual work.
- Smart Delivery reads the finished return and builds a guided flow in which clients review the return, sign the 8879, and pay their invoice. Firms can require payment before the return is released. It saves firms 45 to 90 minutes per return.
“Tax season shouldn’t depend on how many hours your team can work,” said Davis Bell, Canopy CEO. “With this release, Canopy firms can automate the busywork from intake to delivery and still give every client a personal experience. This is what the autonomous firm looks like in practice.”
With the suite, firms can replace up to five separate tax-season tools: organizers, document requests, return delivery, e-signature with identity verification, and payment collection. It’s one more step toward what Canopy is building for its customers: an autonomous firm, where routine work runs on its own and accountants spend their time on clients. More information is available at getcanopy.com.
About Canopy
Canopy is the award-winning, all-in-one practice management software designed to help accountants build an autonomous firm. It brings together client management, CRM, document management, workflow, time & billing, engagements, proposals, and more in one place. At the center is Canopy Coworker, Canopy’s everywhere AI, which helps make work across the platform simpler, faster, and more automated. Learn more at getcanopy.com.
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Media Contact: Chad Saley, Director of Content, media@getcanopy.com
