Bilingual tax intake your clients actually complete
Founder launch: $190/year for the first 15 tax offices.
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.
Only 15 Founder offices · 24-month rate guarantee · 30-day refund window
Intake and document status
Founder Program
Get your tax office intake ready before January.
Bilingual client intake, secure document upload, missing-item tracking, and office review workflow for small tax preparer offices.
Free tools stay browser-based. Real client documents and taxpayer data belong in the signed-in Intaxion workflow.
$190/year
Limited to 15 offices · available through June 30, 2026 or until sold out
Includes
- Bilingual client intake
- Secure document upload
- Missing-document tracking
- Office review queue
- One included preparer seat
- 30-minute onboarding call
- 30-day refund window
What happens after checkout
- 1.You receive your Founder confirmation.
- 2.We schedule your 30-minute onboarding call.
- 3.We help you set up your office workspace.
- 4.You review your intake link before sending it to clients.
- 5.You can request a refund within 30 days if it is not a fit.
Why join before tax season?
One missed document can delay a return. One unclear credit question can create due-diligence risk. One client thread across text, email, and WhatsApp can waste staff time.
- one bilingual intake link
- one document upload path
- one missing-items view
- one office review queue
- one annual price
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.
Intake and document status
What Intaxion handles
One client flow and one clear office view. Intake stays organized without turning into a heavy platform.
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.
Product proof
See the workflow before you join
No fake reviews, no borrowed logos. We show the current product workflow so a tax office can review intake, documents, and missing items before joining Founder.
No fake reviews. No customer logos. The public proof is the current workflow, clear scope, and early access for the first founder offices.
Built for IRS Compliance
Intaxion helps your office keep intake, documents, and review in a more controlled workflow, aligned with expected security practices for tax preparers.
Client data stays protected
Client documents and answers sit behind secure sign-in and server-side access controls.
Sign-in has an extra check
Every office user must complete a second verification step before entering the office account.
Work is traceable
Important actions keep a record of who did what and when, which helps internal review.
Controls for WISP review
Technical details for whoever documents security:
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Controls for WISP review
Technical details for whoever documents security:
- •Office-device antivirus remains the preparer’s responsibility and belongs in the WISP.
- •Cloudflare and Supabase protect the public, database, and storage layers.
- •Every office user completes a second sign-in verification step.
- •Supabase keeps daily recovery points for hosted data.
- •Stored data and uploaded files use provider-managed protection.
- •Database access is server-side only; internal production access is restricted.
How Intaxion works
Five steps to get intake organized before preparation starts.
01
Send one bilingual intake link
Your client receives one secure link to start the intake.
02
Client completes intake in English or Spanish
They answer questions, save progress, and return when they have the rest.
03
Client uploads documents
Documents stay inside the workflow instead of scattered across text, email, and WhatsApp.
04
Your office sees missing items
The office queue shows which packets are incomplete and what still needs follow-up.
05
Preparer reviews when ready
The file moves to review with intake, documents, and status in one place.
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.