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Canopy Brings AI Tax Workflow Under One Roof
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Subscribe17 JUL 2026 / TECHNOLOGY
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Canopy has launched Tax Workflow Automation, an AI-powered system to streamline tax filing by joining client intake, tax preparation, review, signatures, payment, and final delivery into one platform. The system, built to resolve issues arising from fragmented systems and manual handoffs, consists of three interconnected modules: Smart Intake, Smart Prep, and Smart Delivery, aiming to save time, reduce errors and improve efficiency in the taxation process for accounting firms.
Tax season often runs like a relay race where every runner uses a different track. One system collects documents. Another prepares the return. A third handles signatures. Billing waits somewhere near the finish line, wondering whether anyone remembered it...
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