Accounting firm practice management platform Canopy announced Tuesday the general availability of Tax Workflow Automation, described as 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, Canopy says.
With this 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.
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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. According to Canopy, this 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% less manual work.
- Smart Delivery reads the finished return and builds a guided flow in which clients review the return, sign the Form 8879, and pay their invoice. Firms can require payment before the return is released. It saves firms 45 to 90 minutes per return, Canopy says.
“Tax season shouldn’t depend on how many hours your team can work,” Canopy CEO Davis Bell said in a statement on Nov. 3. “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, accounting firms can replace up to five separate tax season tools: organizers, document requests, return delivery, e-signature with identity verification, and payment collection, Canopy says.
More information about Canopy Tax Workflow Automation can be found here.
Photo credit: Canopy/Instagram
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