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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.
See how it works in 60 secondsThree simple steps to stress-free tax season
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.
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.
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 any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
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.
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
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. 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! 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.