5 workflow automations purpose-built on top of Practice CS — no data leaves your system, no parallel tool for your team to learn.
AI monitors Canopy and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running Practice CS — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in Canopy and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Practice CS — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Canopy, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Practice CS — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Canopy entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Practice CS — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Practice CS — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Practice CS for any repetitive process. Tell us what you'd automate.
