Demo modeStart 2-day trial
Intake forms

Every client return, in one queue.

Reveal SSN when you're ready to file (audit-logged), mark reviewed/completed, and post refund updates the client sees instantly in their portal.

Jasmine Carter
jasmine@example.com · HoH · 2 dep · 9 files
45 min ago
New
Devon Rivera
devon@example.com · MFJ · 3 dep · 12 files
22h ago
New
Marcus Wu
marcus@example.com · Single · 0 dep · 5 files
2 days ago
In progress
Priya Nair
priya@example.com · MFJ · 1 dep · 8 files
3 days ago
Filed