Firm Management October 16, 2025
Canopy Launches AI-Powered Client Intake System
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Technology July 22, 2025
Canopy Announces Release of New Client Intake Solution
Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow.