Accounting practice management solution provider
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The Questionnaire product will allow users to build custom forms with preconfigured settings, which can be used for things like organizers or client intake. The solution is currently in open beta, so it is available to all customers now, but will move to general release later this summer, she said.
The Document Automation feature being tested will eventually leverage AI to create consistent naming conventions based on a firm’s preferences. When individuals or companies upload documents into Canopy, this feature will ensure uniform naming structures, making document management more efficient. Email Summaries, meanwhile, will let practitioners quickly scan and process emails, which she said will be especially useful during busy periods.
Davis Bell, CEO of Canopy, said in an email that Document Automation is in a small closed beta right now and that they don’t have anticipated release dates yet for the Email Summary feature.
Hurst also announced Hannah Bjornn as its new VP of Product. Prior to joining Canopy, she was managing partner at Remedy, a full-service product management consultancy; before that she was vice president of product with tax planning and client collaboration solutions provider Corvee; and before that was assistant vice president of product with employee benefits solutions provider PlanSource.
In addition to Hannah’s appointment, Hurst said Canopy is also expanding its R&D team with multiple new hires across various functional areas. Bell, the CEO, declined to release the total number of new R&D hires but said they are bringing on board a variety of product managers, QA, AI engineers, frontend engineers, and mobile engineers.
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