Streamline Your Tax Preparation Process and Maximize Client Satisfaction

Say goodbye to manual data entry and paper forms. IntakeTax automatically captures client information and populates your tax software, eliminating errors and saving hours of administrative work.

Offer your clients a modern, secure portal to submit documents and information before their appointment. Create a professional impression that sets you apart from competitors.

Your expertise is in tax strategy and compliance, not chasing documents. IntakeTax lets you focus on high-value advisory services while automating the tedious parts of tax preparation.

Customizable client questionnaires that automatically adapt based on previous answers, ensuring you collect all necessary information the first time.

Direct integration with leading tax preparation software—data flows seamlessly with no manual re-entry required.

Secure client portal that automatically organizes and categorizes uploaded documents, with built-in reminders for missing items.

Bank-level encryption and security protocols that meet and exceed IRS requirements for taxpayer data protection.

Clients can complete forms and upload documents from any device, making it convenient for them and ensuring higher completion rates.

Keep clients engaged throughout the year with automated check-ins, tax planning reminders, and secure messaging.