TaxIntakeFlow collects client documents, answers, and signatures — automatically organized in your Google Drive before you even open the file.
Every firm owner knows the pain. Documents missing, follow-ups eating your time, clients confused about what to send.
Set up once. Every client who submits gets automatically processed — no manual work needed.
Built specifically for independent and growing tax firms. No bloat, no learning curve.
Start free, upgrade when you're ready. No annual contracts, cancel anytime.
🎁 Every new account starts with 3 free submissions — no credit card required. Monthly, 6-month, and annual billing available. See full pricing →
"I used to spend the first two weeks of tax season just collecting documents. Now everything comes in organized and ready to work with."
"The GHL integration alone is worth it. Every client that submits automatically gets added to my pipeline and follow-up sequence starts immediately."
"My trucking clients love that the form asks the right questions — per diem, IFTA, all of it. It's like it was built for their situation."
After your first 3 submissions you'll be prompted to choose a plan. Your data, settings, and client records stay intact — you pick up exactly where you left off.
No. Clients just open your intake link and fill out the form. No login, no app download, no friction. Works on any phone or computer.
You create a folder in your own Google Drive, share it with our service account email (one time, 30 seconds), and paste the folder ID in your settings. Every new submission automatically creates a client subfolder with their intake PDF and uploaded documents.
Yes. Paste your GHL inbound webhook URL in your portal settings. Every submission fires it automatically — creating a contact, populating custom fields, and triggering your workflows. Available on Pro and Agency plans.
Yes. All data is encrypted in transit and at rest. Each firm's data is completely isolated. We never share client information with third parties. Files are stored securely and only accessible to your firm.
Yes. Every section of the engagement letter is editable from your portal — intro, terms, fees, client responsibilities, and your firm's contact info. Changes update instantly.
Join tax firms already saving hours every week. Start with 3 free submissions — no credit card needed.