Client Onboarding
Accelerate client onboarding 5x. Self-guided dynamic questionnaires adapt to the taxpayer's situation while capturing signatures and engagement agreements seamlessly.
Product Highlights
Eliminating the Bottleneck in Tax Preparation
Standard paper organizer questionnaires are long, tedious, and often filled out incorrectly. Our smart AI organizer only asks relevant questions based on past filing status.
Engineered for Maximum Speed & Accuracy
Dynamic Conditional Logic
Skips irrelevant questions (e.g. child care credits for single taxpayers without dependents).
Built-In E-Signatures
Collect Form 8879 and Engagement Letter signatures electronically before work begins.
Deduction & Credit Screener
Conditional questionnaire prompts clients about common credits and deductions (Solar, EV, Student Loan Interest, HSA) so nothing gets missed.
Secure Document Checklist
Clients see exactly which documents are still needed and upload them through a branded, encrypted portal.
Simple 4-Step Process
1. Automated Client Welcome
New or returning taxpayer receives dynamic onboarding organizer link via text/email.
2. Guided Questionnaire
Taxpayer answers 5-8 smart questions on mobile device in under 4 minutes.
3. Engagement & Signature
Generates digital tax agreement and collects legally-binding electronic signature.
4. Automatic CRM Sync
Taxpayer status updates to 'Onboarded - Documents Pending' in practice pipeline.