Bilingual tax intake your clients actually complete
Send clients one link. They complete intake in English or Spanish, upload documents, and you see what's submitted, missing, and ready for review.
2025 Tax Intake
Maria Rodriguez
Documents
Where intake breaks down
Most small tax offices run intake through a mix of PDFs, texts, and manual follow-ups. It works—until it doesn't.
Clients promise to send documents. Then nothing.
Follow-ups happen over text and email, with no record of what was sent or received.
Spanish-speaking clients hit a wall with English-only forms.
Without a bilingual option, you translate manually or lose clients to offices that do.
No way to tell who's ready and who's still missing a W-2.
Tracking completion status falls to you—usually in a spreadsheet or from memory.
Follow-up depends on memory, not process.
No consistent system means some clients get reminders and some do not.
What Intaxion handles
Focused on the intake and document workflow. Nothing more, nothing less.
Bilingual intake forms
Clients complete their intake in English or Spanish. Same structured data, every time.
Document upload
Clients upload W-2s, 1099s, and more directly in the intake flow. No separate steps.
Save and resume
Clients can stop and pick up where they left off. Less friction means more completions.
Missing-items follow-up
See what each client is still missing. Send a reminder when you're ready.
Preparer review workflow
See incoming client files, their status, and outstanding items in one organized view.
Readiness visibility
Know which clients are ready to file and which aren't—without digging through email threads.
Simple by design
Three steps. No new tools for your clients to learn.
Send an intake link
Share a link with your client. No account or app required on their end.
Client completes it
They fill in their information and upload documents at their own pace, in their preferred language.
You review when it's ready
See what's in, what's missing, and send a follow-up—all from one view.
What Intaxion is—and isn't
Version one is intentionally narrow. Doing one thing well beats doing six things poorly.
Built for
- Small tax preparer offices
- Bilingual English/Spanish client workflows
- Offices that need a repeatable intake process
- Preparers who review files, not chase them
Not built for
- —CRM
- —Scheduling
- —Payments or invoicing
- —Bookkeeping
- —Full practice management
Stop chasing missing tax documents
Join the waitlist to be first in line, or book a quick call to see how it works for your office.