Canopy: Tax Workflow Automation power-up rewritten: dropped return-processing/faster-payment bullets in favor of…
Tax Workflow Automation power-up rewritten: dropped return-processing/faster-payment bullets in favor of AI-powered intake, AI Tax Prep integrations, and AI Delivery (e-signatures, paywall, KBA verification); Tax Workflow Automation add-on price increased from $18 to $34/credit; Close Automation exited beta and is now billed at $10/connected client/month (first 5 connections included)
What changed
Tax Workflow Automation power-up rewritten: dropped return-processing/faster-payment bullets in favor of AI-powered intake, AI Tax Prep integrations, and AI Delivery (e-signatures, paywall, KBA verification)
Tax Workflow Automation add-on price increased from $18 to $34/credit; Close Automation exited beta and is now billed at $10/connected client/month (first 5 connections included)
Before and after
Jul 13, 2026 vs Jul 20, 2026Tax Workflow Automation power-up rewritten: dropped return-processing/faster-payment bullets in favor of AI-powered intake, AI Tax Prep integrations, and AI Delivery (e-signatures, paywall, KBA verification)
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