Qualify more tax resolution 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 tax resolution 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.
Tax Payment Plan
Assistance setting up an installment agreement with tax authorities to pay outstanding tax debt over time.
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Audit Representation
Professional representation and support for individuals, self-employed professionals, nonprofits, and businesses undergoing a tax audit by a taxing authority.
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Payroll Tax Problem
Assistance for employers facing unpaid, late, or disputed payroll tax filings, deposits, or penalties owed to tax agencies.
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Tax Lien Assistance
Support for individuals or businesses dealing with a government tax lien, including understanding notices and resolving the underlying debt.
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Tax Notice Response
Assistance interpreting and responding to a tax authority notice or letter for individuals, self-employed professionals, nonprofits, or businesses.
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Unfiled Tax Returns
Assistance preparing and filing past-due tax returns for individuals, self-employed professionals, nonprofits, and businesses to become current with tax authorities.
Preview intake →Information you need before every tax resolution project
- Taxpayer This Debt Belong
- Already Know Total Amount
- Received Any Official Notice
- Current Status Tax Filings
- Person Or Authorized Representative
- Soon Set Up Payment
- Have Any Active Or
- Received Official Audit Notice
- Taxing Authority Conducting Audit
- Taxpayer Being Represented As
How tax resolution lead scoring works
Value signals
- Already Know Total Amount: yes
- Received Any Official Notice: yes
- All required returns are filed
- Some returns are still missing
- Not sure
- Person Or Authorized Representative: 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
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.
Tax Resolution lead-intake FAQs
What does a tax resolution intake collect?
Each tax resolution 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 tax resolution 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 tax resolution opportunities without manually reviewing every raw submission first.
Can visitors try a tax resolution 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 tax resolution 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 tax resolution traffic into signed work.