Smart Intake with AI questionnaires

Smart Questionnaires and Document Requests with AI in Canopy Before work begins, accountants spend hours chasing down client documents and information. Canopy just made that process smarter. In this video, our team demonstrates how to use AI-powered questionnaires and request lists to streamline client intake and eliminate manual follow-ups. What you’ll see: ✅ Instantly convert PDFs from tax software into dynamic questionnaires ✅ Let AI build questions using logic, file uploads, and conditional branching ✅ Auto-generate real-time document checklists as clients answer questions ✅ Match uploaded files to requests with green-check AI accuracy ✅ Rename and classify files using global naming rules ✅ Send document requests one-off or in bulk with automated reminders Clients get a better experience. You get fewer headaches. And the work starts faster. Canopy Smart Intake tools are designed for firms who want to automate the boring stuff and elevate client experience from day one. Canopy is your all-in-one practice management platform built to simplify tax, bookkeeping, and advisory workflows. Learn more at https://www.getcanopy.com