Bilingual tax intake your clients actually complete
Send clients one link. They complete intake in English or Spanish, upload documents, and you see what is submitted, what is missing, and what is ready for review.
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Client packet
Intake and document status
Where intake breaks down
Clients submit incomplete information and key documents are still missing.
You end up chasing files across multiple channels before review can even begin.
Follow-ups happen over text and email with no clear record.
It becomes hard to tell what was requested, what arrived, and what is still pending.
Without a bilingual option, you translate manually or lose clients.
That slows your team down and makes the process harder for the client to finish.
Follow-up depends on memory, not process.
Without a consistent system, some clients get reminders and some do not.
What Intaxion handles
Bilingual intake
A clear English and Spanish flow so clients can complete intake without unnecessary friction.
Document upload
Clients upload files directly inside the flow instead of scattering documents across email, text, or other apps.
Save and resume
Clients can pause and return later without losing progress, which matters when documents are still missing.
Missing-items follow-up
You see which documents or answers are still outstanding and can follow up when needed.
Preparer review workflow
Your team reviews intake and documents with a clearer view of what is ready and what still needs client action.
Readiness visibility
You know which files are complete, which are still open, and which are ready for internal review.
Built for IRS Compliance
Intaxion is designed with security and compliance from the ground up. It implements IRS Publication 4557 guidance and security best practices for tax prep offices.
Encryption & Protection
AES-256 at rest, TLS in transit, database access restricted to server-only roles.
Multi-Factor Authentication
TOTP-based MFA required for all users on every plan. No exceptions.
Audit Logging
Every action is logged with who did it, when, and why. Ready for audits and compliance reviews.
For Compliance Officers
Intaxion implements these key controls:
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For Compliance Officers
Intaxion implements these key controls:
- •Antivirus: preparer responsibility (documented in WISP)
- •Firewalls: SOC 2 Type II hosting via Vercel and Supabase
- •Multi-factor authentication: TOTP MFA on all users, all plans
- •Backups: daily point-in-time recovery via Supabase
- •Drive encryption: AES-256 for all data at rest
- •Restricted access: database accessible only by server role, VPN only for Intaxion staff
Simple by design
Keep the process clear for clients and staff without turning it into a heavy platform.
01
Send one link
Send the client a secure portal link to start intake and upload documents.
02
Client completes and uploads
They answer questions in English or Spanish, save progress, and return when they have the rest.
03
Your office reviews with clarity
See what arrived, what is missing, and what is ready before preparer review starts.
What Intaxion is — and is not
Intaxion stays focused on intake and document collection for small tax preparer offices.
Built for
- •Solo preparers and small offices
- •Teams serving English- and Spanish-speaking clients
- •Intake and document workflows that need more clarity
Not built for
- —Full practice-management suites
- —Taxpayer payments or billing
- —Scheduling
- —Broad bookkeeping tools
Stop chasing missing tax documents
Join the waitlist to get an early look at Intaxion, or book a quick call to see the workflow.