Collect More Complete Client Information
Smart questionnaires help ensure clients answer the right questions and provide the documents your team needs.
Smart Tax Intake for CPA Firms
Smart Client
Intake Platform
for CPA & Tax Firms
Instead of chasing clients for missing W-2s, 1099s, K-1s, and other tax documents,
Clientake guides clients through a structured intake process that adapts based on their prior-year tax return.
Your team starts each return with a more complete and organized intake package.
- Prior-year driven intake questionnaires
- Tailored tax document request lists
- Secure client document uploads
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The Problem
Tax Season Shouldn't Be a Document Chase
Many tax firms lose significant time each season chasing missing documents and incomplete information from clients.
Traditional tax organizers are often ignored or filled out incorrectly, leaving preparers to follow up repeatedly for basic information. Common challenges include:
- Missing W-2s, 1099s, K-1s, and 1098s.
- Endless email back-and-forth with clients.
- Incomplete organizers.
- Disorganized workflows between staff and clients.
- Having to ask the same follow-up questions every year.
- Starting tax returns with incomplete information.
When intake is disorganized, it slows down the entire tax preparation process.
Clientake helps firms collect the right information upfront so preparers can start with a cleaner, more complete intake package.
Work Flow
How Clientake Works
Clientake improves the tax intake process by using prior-year return data to guide clients through a smarter questionnaire and document submission experience.
01 — step
Import Prior-Year Return
Your firm’s prior-year tax return provides the foundation for the intake process. Clientake reviews the prior-year forms to determine:
- What types of income the client had
- Which tax documents are typically required
- Which questions are relevant for the current year
- This allows the intake experience to be tailored to each client.
02 — step
Smart Client Questionnaire
and watch the checklist get updated in real-time.
- Did you change jobs this year?
- Did you receive new investment income?
- Did you sell any property or assets?
- Did you receive any new K-1s?
- Follow-up questions appear only when needed, keeping the process simple for clients.
03 — step
Document Upload During Intake
Based on the prior-year return and questionnaire answers, clients receive a clear document request list. Examples include:
- W-2s
- 1099-NEC / 1099-MISC, 1099-INT / 1099-DIV, 1098 Mortgage Interest
- K-1s
- Brokerage statements
- Clients upload their documents securely during the intake process so your team receives everything in one organized place.
Getting Documents into the
Binder is Easy
With the StanfordTax binder, it doesn’t matter how clients send you their documents!
Benefits
Why Tax Firms Use Clientake
Clientake helps tax firms improve the way they collect information and documents from clients during tax season.
Reduce Back-and-Forth with Clients
Tailored document requests make it clear what clients need to submit, reducing the need for repeated follow-ups.
Improve Client Completion Rates
Short, guided intake workflows are easier for clients to complete than traditional tax organizers.
Start Returns with Better Information
When intake is structured and complete, preparers can begin work with a clearer picture of the client’s tax situation.
Keep Client Documents Organized
All intake responses and uploaded documents are collected in a structured format for your team.
TESTIMONIALS
Real Words from Real People
Real Words from Real People
Who Trust Us
Built for CPA Firms That Want to Grow
Clientake helps accounting firms:
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Reduce manual data entry
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Eliminate document chasing
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Improve client experience
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Increase staff efficiency
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Scale tax preparation without hiring more staff
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Firms using modern workflow automation can significantly increase their capacity without increasing team size.
Coming Soon
Product Roadmap
Clientake is currently focused on solving the tax intake problem for CPA firms.
Additional capabilities are planned for future releases.Planned areas include:
- Document data extraction from tax forms.
- Structured workpapers for preparers.
- Integration with tax preparation software.
- Client delivery workflows.
- Automated reminders for incomplete intake.
- E-signature and payment collection.
Do More Returns Without More Work
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Save Hours Per Return
Automation eliminates repetitive admin tasks.
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Reduce Errors
AI-powered data extraction improves accuracy.
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Improve Client Experience
Clients complete intake quickly with guided workflows.
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Scale Your Firm
Handle more engagements without increasing operational complexity.
Security
Secure Document Handling
Clientake is designed to handle sensitive client documents with care, key safeguards include:
- Encrypted document storage
- Secure client access to upload documents
- Role-based access controls for firm staff
Trusted by hundreds of firms
See How Smart Tax Intake Works
Clientake helps tax firms collect the right documents and answers upfront so preparers can begin each return with a more complete intake package. Request a demo to see how the intake process works.
Request a demo