Qualify every accounting and tax lead before the first conversation
Route new inquiries to the right service line, whether it's individual tax services, bookkeeping, payroll, or advisory, and see each prospect's situation before you offer a consultation slot.
Browse every accounting and tax intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Individual Tax Services
Preview 7 intake templates for individual tax services, including tax extension filing, amended tax return, rental property tax return.
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Tax Resolution
Preview 6 intake templates for tax resolution, including tax payment plan, audit representation, payroll tax problem.
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Sales Tax Services
Preview 5 intake templates for sales tax services, including sales tax nexus review, sales tax filing, sales tax registration.
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Payroll Services
Preview 6 intake templates for payroll services, including payroll setup, payroll cleanup, contractor payment reporting.
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Audit and Assurance
Preview 6 intake templates for audit and assurance, including internal controls review, employee benefit plan audit, financial statement review.
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Bookkeeping
Preview 7 intake templates for bookkeeping, including monthly bookkeeping, bookkeeping cleanup, financial statement preparation.
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Business Tax Services
Preview 6 intake templates for business tax services, including nonprofit tax return, sole proprietor tax return, c corporation tax return.
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Advisory and CFO Services
Preview 6 intake templates for advisory and cfo services, including financial kpi reporting, fractional cfo, budgeting and forecasting.
View intakes →Information accounting and tax teams need before the first conversation
Across every accounting and tax service, Cliont intakes are built to capture:
Accounting and tax firms handle a wide range of client needs, from individual tax preparation and business tax filings to bookkeeping, payroll, audit support, tax resolution, and advisory work, and each of these requires different intake information before a consultation is worth scheduling.
- Filer Type Best Describes
- Close Original Filing Deadline
- Have Last Year'S Filed
- Authorized Request This Extension
- Expect Owe Taxes This
- Already Filed Original Tax
- Main Reason Amend Return
- Tax Year Be Amended
- Received Any Notice Or
- Prepared Original Tax Return
How accounting and tax lead scoring works
Every answer across every accounting and tax intake is weighted automatically.
Value signals
- Already passed
- Within a week
- Within a month
- More than a month away
- Authorized Request This Extension: yes
- Already Filed Original Tax: yes
Urgency signals
- Immediately
- Active plan in place
- Immediately, there is an active deadline or enforcement action
- Planning ahead, no immediate deadline
- Active and ongoing
- Immediately, deadline is very close
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Accounting and Tax lead-intake FAQs
Does Cliont handle intake for every service my firm offers, or just tax prep?
Cliont covers intake across the full range of accounting and tax service lines, including individual tax services, business tax services, bookkeeping, payroll, sales tax, audit and assurance, tax resolution, and advisory or CFO services, so you can run one intake system firm-wide instead of separate forms per department.
How does Cliont know whether a lead needs bookkeeping cleanup versus straightforward tax prep?
Each service line has its own qualification questions built for that work, so a bookkeeping inquiry is asked about the state of their books while a tax prep inquiry is asked about filing history and deadlines, and the lead is routed and scored accordingly.
Can Cliont separate individual clients from business clients automatically?
Yes, the intake distinguishes between individual tax services and business tax services from the first question, so a sole proprietor asking about their personal return doesn't get mixed in with a corporate filing inquiry.
What happens if someone submits an inquiry outside your firm's specialties, like audit support when you only do tax prep?
You configure which service lines you actually offer, so inquiries for services like audit and assurance or tax resolution can be flagged or declined automatically instead of landing in your general inbox unqualified.
Where do qualified leads end up once someone completes the intake?
Every scored, qualified lead is sent to your CRM regardless of which accounting or tax service they inquired about, so your team works from one pipeline instead of checking multiple forms or inboxes.
Turn your accounting and tax traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.