Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform.

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

New integration builds on Smart Intake to reduce manual tax prep work and streamline the path to review-ready returns SALT LAKE CITY, January 15, 2026--(BUSINESS WIRE)--Canopy, the leading all-in-one ...