Canopy, a practice management platform for accounting, introduces AI Document Request Lists to streamline tax document collection, reducing time and improving efficiency for companies.

The AI feature analyzes clients’ tax data to generate personalized document lists, allowing accountants to modify and track the requests easily.

Canopy’s recent $70m funding round supports product enhancements like the AI Document Request Lists, aiming to automate and optimize document collection processes for accounting firms.

Upcoming updates to Canopy’s Smart Intake feature will include AI-based Questionnaires, streamlined proposals, billing system improvements, and more AI integrations to enhance user experience.

Read more at Yahoo Finance: Canopy enhances Smart Intake feature to streamline document collection