Qualify more business tax services leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every business tax services project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Nonprofit Tax Return
Preparation and filing of annual information returns for tax-exempt nonprofit organizations to meet federal reporting requirements.
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Sole Proprietor Tax Return
Preparation and filing of a personal income tax return that reports income and expenses from an individually owned unincorporated business.
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C Corporation Tax Return
Preparation and filing of a federal C corporation income tax return for a business organized and taxed as a C corporation.
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Partnership Tax Return
Preparation and filing of an annual partnership tax return reporting income, deductions, and allocations to partners for a business entity.
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S Corporation Tax Return
Preparation and filing of federal Form 1120-S tax return for an S Corporation, including shareholder allocation schedules.
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Business Tax Planning
Proactive tax strategy service helping businesses forecast liabilities, structure decisions, and plan ahead of filing deadlines.
Preview intake →Information you need before every business tax services project
- Organization Received Official Tax-Exempt
- Form Organization Typically File
- Organization'S Approximate Annual Gross
- Filing Deadline Or Target
- Authorized Represent Organization In
- This Organization Filed Nonprofit
- Operate Business As Sole
- Tax Year This Return
- Would Describe Current Bookkeeping
- Income Sources Apply This
How business tax services lead scoring works
Value signals
- Organization Received Official Tax-Exempt: yes
- Already overdue
- Within 30 days
- 1 to 3 months away
- More than 3 months away
- Not sure
Urgency signals
- Planning ahead, no immediate deadline
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Business Tax Services lead-intake FAQs
What does a business tax services intake collect?
Each business tax services template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are business tax services leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger business tax services opportunities without manually reviewing every raw submission first.
Can visitors try a business tax services intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified business tax services leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every accounting and tax intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your business tax services traffic into signed work.