Stop Chasing Clients for
W-2s, 1099s & Info
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.
See how it works in 60 secondsFrom tax organizer to completion in under a minute — describe it to Claude, your client uploads W-2s and 1099s, you get notified.
The Old Way vs. Intake
The Old Way
- Endless email threads asking for W-2s and 1099s
- "What's your mailing address again?"
- Printing PDFs, signing, scanning, emailing back
- Clients forget, you chase, repeat
- Files scattered across email, Dropbox, text messages
- Generic emails clients ignore
With Intake
- One link for tax organizer AND documents
- Fillable PDFs with e-signatures — no printing needed
- AI identifies W-2s, 1099s, K-1s automatically
- Collect your prep fee with the same link
- A public link on your website so new clients start their organizer themselves
- Preview documents in-browser without downloading
- You control when requests close — reopen anytime
- Your firm's logo and colors on the portal and every email
How It Works
Three simple steps to stress-free tax season
Build Your Tax Request
Create custom tax organizer forms with our drag-and-drop builder. Upload fillable engagement letters and authorization forms for e-signature. Add a document checklist for W-2s, 1099s, and more.
- Drag-and-drop form builder
- Fillable PDFs with e-signature fields
- Reusable tax form templates
- Document request checklists
Client Completes Everything
Your client receives a simple link - no account needed. They fill out your tax organizer, sign engagement letters, upload W-2s and 1099s, and see their progress. Works on any device.
- No login required for clients
- Forms and uploads in one place
- Mobile-friendly with camera capture
Everything Organized
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.
- Preview PDFs and images without downloading
- 95%+ document classification accuracy
- Create new checklist items from unrequested uploads
Everything Tax Pros Need
Built for busy tax professionals who value their time
Drag & Drop Form Builder
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation and conditional fields that appear based on earlier answers.
Fillable PDF Forms
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
Public Intake Links
Put one link on your website, email signature, or a QR code. Anyone who opens it enters their name and email and lands in a portal built from your checklist, forms, PDFs, and fee — no request to build, no client to add first.
AI Document Classification
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.
Automated Reminders
Set it and forget it. Clients get gentle email reminders until everything is complete.
Mobile-Friendly Portal
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
API & AI Agent Ready
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Your Brand, Front & Center
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
Bank-Level Security
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
In-Browser Document Preview
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
Collect Client Payments
Add a retainer, deposit, or fee to any request. Clients pay right in the portal and the money lands in your Stripe account — just a 1% platform fee.
Multi-Signer Envelopes
Route one PDF to several signers in order. Everyone signs in the browser, and you get a completed document with a signing certificate.
Deal Templates
Save a whole multi-party deal — forms, PDFs, documents, and payments per party — as a template. Dispatch the next one in a click.
Simple, Transparent Pricing
Start free. Upgrade when you grow. Add your team when you're ready.
Professional
or $190/year — 2 months free
- Unlimited requests
- Unlimited clients
- Custom form builder
- Fillable PDF forms & e-signatures
- Collect client payments (1% platform fee)
- Public intake links for your website
- AI document classification
- In-browser document preview
- Deal & multi-party management
- Automated email reminders
- Branded client portal & emails
- Reusable templates
- REST API, webhooks & MCP server
Free for up to 10 clients. Set up in 2 minutes. No credit card.
Team
or $490/year — 2 months free
3 seats included, then $15/seat/month
- Everything in Professional, plus:
- A login for everyone on your team
- Admin and member roles
- Every action attributed to the person who took it
- Assign requests and deals to teammates
- Per-person API keys and MCP access
Start free, add your team later. Seats are prorated.
Frequently Asked Questions
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. You can also upload fillable PDFs like engagement letters — clients fill and sign them right in the browser. Save everything as templates to reuse with every client.
Yes. Create a Public Page with your tax organizer, engagement letter, document checklist, and prep fee, then put the link on your website or in your email signature. A new client enters their name and email and lands in the portal ready to go — you get the request in your dashboard like any other.
Yes! You can use Intake for free with up to 10 clients. When you need to add more clients, upgrade to our Professional plan at $19/month for unlimited clients and all features, or Team at $49/month (3 seats included) to bring in colleagues.
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.
Tax Season Waits for No One
Your clients already have their W-2s. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free10 clients free forever. No credit card.