Stop Chasing Paperwork. Start Onboarding Faster.
Replace manual intake processes with intelligent automation that collects, organizes, and syncs client data for you.
Intelligent Forms
Dynamic intake forms that adapt based on client type, entity structure, and service needs — collecting exactly the right information every time.
Save 2+ Hours Per Client
Eliminate manual data entry and back-and-forth emails. New client onboarding that used to take days now completes in minutes.
Auto-Populate Systems
Client data flows directly into your practice management, tax software, and CRM — no re-keying, no copy-paste errors.
Intelligent Intake Form Builder
Build dynamic forms that adapt to each client. Conditional logic shows the right questions based on entity type, service needs, and prior answers — so you collect everything you need the first time.
- Automated Document Requests
Automatically send clients a customized checklist of required documents based on their engagement type and entity structure.
- Engagement Letter Workflows
Generate, send, and track engagement letters with e-signature support. Clients sign from any device, and you're notified instantly.
- Secure Document Portal
Clients upload documents to a branded, encrypted portal. Files are automatically organized by client and document type.
- Practice Management Sync
New client records are created automatically in your PM system with all collected data pre-filled and ready to go.
Form: New Tax Client Intake
Client Information
Entity Type
Conditional: S-Corp Selected
Who It's For
Built for professional service firms that want to eliminate manual onboarding
Tax Preparation Firms
Streamline new client onboarding for individual and business tax returns with tailored intake forms.
Legal & Advisory
Collect retainer agreements, conflict checks, and case details in a single automated workflow.
Multi-Partner Practices
Route new client intake to the correct partner or department automatically based on service type.
Bookkeeping Services
Gather access credentials, chart of accounts preferences, and historical data during onboarding.
Client Onboarding Status
Johnson Family Trust
Docs: 8/8
Riverside LLC
Docs: 3/6
Chen & Associates
Docs: 0/5
Martinez Tax Prep
Docs: 5/5
Track Every Client's Onboarding Progress
See at a glance which clients have completed their intake, who's waiting on documents, and where engagement letters are in the signing process.
Automated reminders nudge clients to complete their forms and upload missing documents — so you never have to send another follow-up email manually.
Frequently Asked Questions
How do intelligent intake forms work?
Our AI-powered forms use conditional logic to show or hide questions based on previous answers. For example, if a client selects 'S-Corporation' as their entity type, the form automatically asks about shareholder agreements, officer compensation, and K-1 distribution preferences.
Can I customize the intake forms for my practice?
Absolutely. You can create unlimited form templates for different engagement types — individual tax, business tax, bookkeeping, advisory, etc. Each template can have its own branding, questions, and document requirements.
How does the practice management integration work?
When a client completes their intake form, a new client record is automatically created in your practice management system (e.g., Canopy, Karbon, Practice CS) with all collected data pre-filled. No manual data entry required.
Is the document upload portal secure?
Yes. All uploads are encrypted in transit (TLS 1.3) and at rest (AES-256). The portal is SOC 2 compliant and includes access controls, audit logs, and automatic virus scanning.
Can clients complete intake forms on their phone?
Yes. All intake forms are fully responsive and optimized for mobile devices. Clients can fill out forms, upload photos of documents, and sign engagement letters from any smartphone or tablet.