Client IntakeAccounting
New client requests with the service, entity and deadlines up front
Prospective clients answer a few short questions on your website, day or night. You get the service they need, their entity type and any notice or payroll deadline.
- Chat: Hi. I'm an automated intake assistant for Mowich Achillea Accounting. I'll ask a few short questions so the team can see how they can help.Please don't type Social Security numbers, account numbers or birth dates here.Is this for you personally, or for a business?
- PersonallyA businessBoth
On your website
What visitors see
The assistant asks one question at a time and says it is automated. It asks which documents the person has on hand and doesn't ask them to send any. The chat asks for no ID or account numbers, and removes ones it recognizes before anything is saved.
- Chat: Hi. I'm an automated intake assistant for Mowich Achillea Accounting. I'll ask a few short questions so the team can see how they can help.Please don't type Social Security numbers, account numbers or birth dates here.Is this for you personally, or for a business?
- PersonallyA businessBoth
- Visitor: A business
- Chat: Do you have an IRS or state notice with a response date, or a payroll deadline coming up?
- Visitor: Yes, an IRS letter
- Chat: What is the notice type or number printed at the top or bottom corner, like CP2000 or CP14? Please leave out any ID numbers. What's the response date on it?
- Visitor: CP2000, respond by December 4
- Chat: What kind of business entity is it: sole proprietor, single-member LLC, partnership or multi-member LLC, S corporation, C corporation, nonprofit, or not sure?
The report
What you get
Each request shows individual or business, the entity type, the tax years, the services wanted, and any IRS or state notice with its response date. Requests with a near deadline or a payroll problem are flagged.
The email carries no tax details. It links to the report.
New client · Business and IRS notice
Example
Business return and an IRS notice
Urgent: CP2000, respond by Dec 4
Received 9:12 PM Nov 6
A private number was removed from this chat
Ask for what you need by a secure route.
Who and entity
- Who
- Business
- Entity type
- S corporation (LLC)
- Business
- Landscape supply, 4 employees
Years and services
- Tax years
- 2025
- Services
- IRS notice, business return
Notice and payroll
- Notice
- CP2000
- Response date
- Dec 4, as given
- Payroll
- Nothing late
Documents on hand
- Last year's return
- 1099s
- Bookkeeping file
- The notice letter
None collected.
Prior preparer
Another firm
Booking
- Preferred times
- Tuesday or Thursday afternoon
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Tax season
Ready before the season
Tax season opens in late January. Setting up intake is easier before then.
- Chat: Which of these do you have on hand? Choose any, no need to send them: last year's return, W-2s, 1099s, a bookkeeping file like QuickBooks, bank statements, the notice letter.
- Last year's returnW-2s1099sBookkeeping fileBank statementsThe notice letter
- Chat: Who prepared your last return: you, another firm, or no one yet?
See it with your services.
We set up the questions, your service list and your booking times, then add it to your website.
Live demo
Try it as a prospective client
Play the prospective client. The email with the report link goes to your inbox, the way your firm's requests would reach you.
- 01Tell us where to send the report
- 02Answer as a prospective client on an example firm site
- 03Open the report from the link in your email
Demo running
You're the prospective client now
Answer the way a new client would. When you send the request, the email with the report link goes to your inbox.
- 01Pick a matter or a service, for example family law or an IRS notice
- 02Answer a few short questions
- 03Send it, then check your email
The demo is open
Check your inbox.
The report for this demo is on its way to .
The request isn't sent yet.
The report goes to after you tap Send to the firm at the end of the chat.
You've run a few demos today. Come back tomorrow, or book a call and we'll walk you through it.
Example screens use fictional businesses and demo data.