Tax Return Review for CPA Firm Administrators with Canopy
The Problem
Senior reviewers spend hours tick-and-tying Public Accounting Ops returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Canopy
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 Canopy — uses the native API or agent integration so nothing leaves the system of record.
Canopy Integration Approach
Audit your Canopy configuration
We map the specific Canopy objects, custom fields, and workflows the automation needs to touch for your public accounting ops practice.
Build on the Canopy API or agent
Integration happens inside Canopy — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Canopy with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Canopy instance
30-minute call. We'll look at your actual Canopy setup and show exactly how this workflow fits.