Accounting practice management platform Canopy on Tuesday announced the next major enhancement to its AI-powered Smart Intake solution: AI Document Request Lists.
This new feature uses artificial intelligence to create unique request lists for each client in seconds—reducing the time it takes for accounting firms to gather tax documents and information.
Earlier this year Canopy raised $70 million to continue improving its product. This new tool along with many others coming later this year are part of that huge investment in the platform, the South Jordan, UT-based company said.
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With AI Document Request Lists, Canopy scans available client tax information to instantly generate a tailored list of required documents. Practitioners can easily edit these lists, adding or removing items as needed. This enables the client to be more compliant with what an accounting firm requests, and with Canopy’s automated reminders, no more back and forth trying to get the right documents submitted. In addition, clients will be able to set reminders for themselves if they don’t have a document/file being requested.
Firm employees can use reference-able data within Canopy (customer relationship management data, files, documents, etc.) to build a unique, predictive checklist. And in the coming months, additional AI Document Request Lists will be available for gathering bookkeeping files and requesting files for audits.
Users can also build templates and type in prompts to help guide the AI, which can be used for bulk creation of predictive DRLs. And as clients upload files, Canopy’s AI will recognize an upload that matches a request and automatically mark it as complete, ensuring that the practitioner collects the correct documents.
“Client intake has historically been one of the most time-consuming parts of the accounting workflow, for both practitioners and their clients,” Hanna Bjornn, vice president of product at Canopy, said in a statement on Sept. 16. “With AI Document Request Lists, we’re eliminating that back and forth and replacing it with an intelligent, automated experience that ensures firms get the right documents the first time.”
Released last July, Smart Intake is Canopy’s next-generation client onboarding and information-gathering solution, designed to completely remove friction from the intake process for any work an accounting firm needs to kick off.
Leveraging AI and automation, Smart Intake:
- Creates tailored document request lists based on each client’s specific projects.
- Builds questionnaires that adjust to the situation.
- Consolidates requests into a single, easy-to-use client experience.
- Enables bulk creation of requests for multiple clients at once.
By ensuring practitioners only request what’s necessary—when it’s necessary—Smart Intake speeds up turnaround times, improves client satisfaction, and helps firms stay organized and efficient, Canopy said.
In addition to adding list requests for bookkeeping and audit, Canopy will launch AI-based questionnaires for Smart Intake in the near future. Accounting firms will be able to prompt Canopy AI to build a survey for them, saving significant admin time. They can then save that as a template or send it as an ad-hoc questionnaire when needing to collect information.
In addition, Canopy in the coming months will be releasing an updated and more robust version of its proposals and engagements tool, improvements to billing, and more AI integrations into its existing products.
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