Services / Client intake forms & workflows
Client Intake Forms for Tax Offices
Paper forms and back-and-forth messages slow a busy season down. We design online intake forms and simple workflows so new clients give you the right information the first time, and nobody falls through the cracks.
For tax professionals
New-client intake forms, a document checklist for each filer type, appointment booking, reminders before the appointment and follow-up after filing.
For every US business
Lead and inquiry forms, onboarding questionnaires, booking flows and automatic follow-up messages for any service business.
What’s included
- Online intake and onboarding forms in your brand
- Document checklists by client type
- Appointment booking flow
- Reminder and follow-up message workflow
- Clear hand-off from your website, flyers and social posts
- Set up on secure, HTTPS-protected tools
Questions
What is a client intake workflow?
It is the path a new client follows: they find you, fill in a form, book a time, send documents and get reminders. We design each step so it happens with less manual work.
Can intake forms collect documents?
Yes, through a secure upload step on a platform suited to sensitive files. We recommend tools that encrypt data and limit who can see it.
Do I need a website first?
No. Forms and booking links can be shared from your social profiles, flyers and messages, and added to your website later.