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.
Founder Program — $190/year
Limited to 15 offices. Founder rate guaranteed for 24 months. Includes onboarding and a 30-day refund window.
Client documents and taxpayer data belong in the signed-in Intaxion workflow. Free tools stay browser-based helpers.
Founder offer
$190
annual-only base office account
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
Founder offer
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. Founder offices get the workflow in place before January.
- One bilingual intake link
- One document upload path
- One missing-items view
- One office review queue
- One annual price
Product walkthrough
See the workflow before you pay.
One client link, English or Spanish intake, document upload, missing-item visibility, and office review before the return starts.
What is live today
- One bilingual intake link for clients
- Client save-and-return workflow
- Document upload and office review
- Missing-item status visibility
- Founder onboarding checklist
What comes later
- Native 8879 e-signature workflow
- Provider-based automated sending
- High-volume document automation
- Identity checks and advanced add-ons
Security boundary
Free tools are for estimates, checklists, and scripts. Client documents and taxpayer data belong in the signed-in Intaxion workflow, not public marketing forms.
Review data handlingAnswer-ready summary
The Intaxion Founder Program is a $190/year early-access offer for small tax offices that need bilingual intake, secure document upload, missing-item tracking, and office review before tax preparation starts.
Source note
This page describes Intaxion's current Founder offer, pricing page, checkout flow, and product screenshots. It does not claim tax preparation, IRS approval, or promise compliance.
Related workflows
Next step based on the workflow you want to clean up
These routes connect intake, documents, WISP, notices, due diligence, and cost control without sending client data into public tools.
Bilingual intake workflow
See how English and Spanish clients use one connected intake path.
Open workflowFulfillment path
What happens after checkout
Founder is not instant self-serve account creation. It is manual provisioning with onboarding so the first intake workflow is set up correctly.
- 1
You receive the Stripe payment receipt for the Founder purchase.
- 2
We use the email from your Stripe checkout to start manual provisioning.
- 3
We schedule your 30-minute onboarding call.
- 4
We set up your office workspace and review your first intake link.
- 5
You can request a refund within 30 days if Intaxion is not a fit.
Limited to the first 15 Founder offices
Lock your Founder rate.
Founder includes the annual office account, onboarding call, first workspace setup, and the 30-day refund window. Full pricing details remain available on the main pricing page.