Know which audit representation leads are worth consultation time
Ask clients which taxing authority is auditing them, what type of audit they're facing, and how soon they need to respond, then collect the audit notice and related documents before you ever pick up the phone.
The exact intake your audit representation leads complete
This is the real 7-question guided intake for Audit Representation — the same flow your customers finish before you ever pick up the phone.
What a qualified audit representation lead should tell you
Representation of an individual, self-employed professional, nonprofit, or business during an examination by the IRS or a state or local tax agency, covering everything from a mailed correspondence review to an in-person field audit.
- Received Official Audit Notice
- Taxing Authority Conducting Audit
- Taxpayer Being Represented As
- Audit Being Conducted
- Taxpayer Or Someone Legally
- Soon Respond Audit Or
- Have Audit Notice Or
The questions your team needs answered
Every audit representation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you received an official audit notice or letter from a tax authority? | Confirms this is an active, real audit rather than a general tax question, which sets the baseline for how the lead is prioritized. |
| Which taxing authority is conducting the audit? | Knowing whether the IRS, a state, or a local agency is involved lets you route the lead to the right specialist and anticipate different procedures. |
| What type of taxpayer are you being represented as? | The taxpayer type signals how complex the books and required documentation are likely to be before the consultation. |
| What kind of audit is being conducted? | A field audit at the client's location typically carries higher stakes and requires different preparation than a correspondence audit handled by mail. |
| Are you the taxpayer or someone legally authorized to act on the taxpayer's behalf? | Confirms the person submitting the intake actually has standing to authorize representation, so you don't schedule a consultation you can't legally act on. |
| How soon do you need to respond to the audit or attend a scheduled meeting? | A deadline inside a week signals a case that needs same-day outreach, while no specific deadline yet allows more time to qualify before booking. |
| Do you currently have the audit notice or related tax documents available? | Having the audit notice and documents already in hand means the first consultation can focus on strategy instead of tracking down paperwork. |
How Cliont scores audit representation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Received Official Audit Notice: yes
- Taxpayer Or Someone Legally: yes
- Within a week
- Within a month
- More than a month away
- No specific deadline yet
See the lead your team receives
Audit Representation Lead
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.
Built for audit representation workflows
| Cliont capability | Audit Representation application |
|---|---|
| Weighted urgency scoring | Automatically surfaces clients who need to respond to their audit within a week so they're prioritized ahead of leads with no set deadline. |
| Document collection at intake | Requests the audit notice and related tax documents upfront so a consultation can start with strategy instead of paperwork chasing. |
| Authorization flagging | Flags leads where the submitter isn't the taxpayer or an authorized representative, prompting a power-of-attorney check before booking. |
| Taxpayer-type routing | Separates individual and self-employed audits from business or nonprofit audits so you can gauge documentation complexity before the first call. |
Common audit representation lead scenarios
Field audit, one week to respond
An IRS field audit with the notice already in hand and a response deadline inside a week gets flagged as top priority for same-day follow-up.
Notice not received yet
A client suspects an audit is coming but hasn't received the formal notice, so the lead scores lower and routes toward a preliminary consultation instead of immediate representation.
Calling on someone else's behalf
A relative or bookkeeper submits the intake without confirming they're legally authorized to act for the taxpayer, so the lead is flagged to request power of attorney before booking.
State audit, missing document
A self-employed taxpayer facing a state office audit with a month's runway hasn't located the notice yet, so the intake still qualifies the lead but flags it for document follow-up.
Business field audit, months out
A business taxpayer under an IRS field audit scheduled more than a month away scores high on value but lower on urgency, giving you time to prepare before the consultation.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
More tax resolution intake templates
Audit Representation lead-intake FAQs
What happens if a client hasn't received an official audit notice yet?
The intake still accepts the lead but scores it lower than a confirmed audit, since there's no formal notice to base a strategy on yet. These leads typically route toward a preliminary consultation rather than immediate representation.
Does the intake confirm the person is actually authorized to act for the taxpayer?
Yes, it asks directly whether the submitter is the taxpayer or someone legally authorized to represent them. A 'no' answer flags the lead so you can request a power of attorney before scheduling.
Does it matter whether the audit is with the IRS or a state agency?
The intake captures which taxing authority is involved so you can route the lead to the right specialist and anticipate different procedures, though the score itself is driven more by notice status, authorization, and how soon a response is due.
How does the intake handle urgency when a response deadline is close?
The response-deadline question is weighted so leads needing to respond within a week score highest, followed by within a month, with 'no specific deadline yet' scoring lowest so you can prioritize accordingly.
What if a client doesn't have the audit notice or supporting documents ready?
The intake still qualifies the lead but scores it slightly lower than one with documents in hand, and flags it so your team can follow up for the notice before the consultation.
Can the intake tell the difference between an individual and a business audit?
Yes, it asks what type of taxpayer is being represented, individual, self-employed, nonprofit, or business, so you can anticipate the complexity of the books before the first call.
Turn audit representation visitors into qualified clients
Give every audit representation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.