Bilingual tax intake for small offices tired of chasing missing documents.
Send one secure link. Clients complete intake in English or Spanish, upload documents, and your office sees what's missing before review starts.
- First checklist configured with Rich
- Bilingual packet sent within one business day
- Missing-doc reminders ready to reuse
No tax software replaced. Works alongside Drake, ProSeries, UltraTax, and others.
See the intake, document, and follow-up workflow.
This 60-second walkthrough shows the bilingual intake flow, office visibility, missing-document follow-up, and Founder Pilot setup path.
Book a 15-minute Founder PilotBuilt for small offices doing real work.
Solo and 2–5 person offices
Your review queue starts before you even know what documents are missing.
Bilingual / Spanish-serving offices
Your clients speak Spanish. Your intake form doesn't. One of them has to give.
Teams still on text, email, and PDFs
Manual follow-up is costing you hours per client. It compounds at season.
See the client intake and office review surfaces before you join.
Screenshots use mock/demo data only. No taxpayer records are shown.
White-glove setup. First client packet out within one business day.
- 1
Book a 15-minute kickoff call
We map your office workflow, checklist needs, and first client.
- 2
Founder loads your first intake checklist
Configured for your return types, not a generic template.
- 3
First reminder template set up
Bilingual, ready to send.
- 4
First client packet sent within one business day
You see how it works with a real client before you're on your own.
No fake testimonials. Review the current workflow instead.
Intaxion is opening to the first founder offices, so the proof layer is the product itself: intake status, submission review, security controls, and a direct setup path before broader launch.
No founder photo required for this pass. No borrowed customer logos. No customer quote cards until real offices choose to give them.
Book a 15-minute Founder Pilot
No features withheld for higher tiers.
- Bilingual intake portal — English and Spanish
- Document upload and client packet
- Save-and-resume for clients
- Missing-document tracker
- Preparer review workflow
- Lite CRM — client records, notes, tags, and status
- Bilingual email templates
- Typed-name e-signature with audit certificate for non-8879 documents
- Delivery panel with Google review CTA
- Workflow pipeline
- Cal.com scheduling embed
- OCR scans and AI document summaries
- PDF merge, split, and page reorder
- Form 8867 support
- Section 7216 consent capture
- Per-preparer PTIN credentials
- Preparer assignment UI
- TOTP MFA
- Tenant isolation
- Encryption at rest and in transit
- 1 workspace
- 1 included preparer seat
I built this for offices that are already good at taxes — they just need the intake and document side to stop being a mess. Fifteen offices get my full attention during setup. If that sounds like yours, let's talk.
— Rich, Intaxion founder
Book a 15-minute Founder PilotLock in the founder rate before Jun 30.
15 seats. $190/year. 24-month rate guarantee. Your first client packet goes out within one business day of your kickoff call.