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Send one link. Clients fill out your intake form and upload documents. AI organizes everything. You get notified when they're done.
Set up in 2 minutes. No credit card required.
Three simple steps to stress-free tax season
Create custom tax organizer forms with our drag-and-drop builder. Add a document checklist for W-2s, 1099s, and more. Combine both in a single client request.
Your client receives a simple link - no account needed. They fill out your tax organizer, upload W-2s and 1099s, and see their progress. Works beautifully on any device.
Form responses are saved instantly. Documents are automatically classified by AI - W-2s, 1099s, K-1s, bank statements. Watch progress in real-time and get notified when everything's complete.
Built for busy tax professionals who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload a document, and our AI instantly knows if it's a W-2, 1099, K-1, bank statement, or ID. No manual labeling needed.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
Create form templates once, reuse them for every client. Clone requests to save time.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Got questions? We've got answers.
Our AI correctly identifies tax document types (W-2s, 1099s, K-1s, bank statements) over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.
No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Tax documents are stored securely and you control retention policies.
Absolutely! Our drag-and-drop form builder lets you create custom tax organizer forms with text fields, dropdowns, checkboxes, and more. Built-in validation handles SSN, EIN, phone numbers, and email addresses. Save forms as templates to reuse with every client.
Yes! You can use Intake for free with up to 3 clients. When you need to add more clients, upgrade to our Professional plan at $49/month for unlimited clients and all features.
Absolutely. We dedicate significant resources to integrating with the tax software you use to run your practice. Use the feedback button to submit your integration request and we'll prioritize getting it done.
Your clients already have their W-2s. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.