Focused workflows for bilingual tax offices before preparation starts.
Start with the workflow that removes the most risk or manual follow-up from your office. Each solution is built around intake, documents, evidence, consent, and client communication.
Scope boundary
Intaxion is not tax preparation software. It supports intake, document collection, client follow-up, review readiness, and compliance-support workflows for tax offices. It does not prepare or file returns, provide tax or legal advice, claim IRS approval, or guarantee compliance.
WISP + due diligence
Turn your WISP into a practical office review, not a file you forget.
A focused WISP and due-diligence review for small tax offices that want security-plan, 7216, 8867, and 6695(g) workflow clarity.
Open pageCompliance communications
Client follow-up should be useful without turning into a tax-data mess.
Spanish-first client follow-up, missed-call, booking, and review-request workflows with tax-office consent and data-boundary discipline.
Open pagePreseason reactivation
Bring returning clients back before the January rush starts.
Spanish and English client reactivation messages for tax offices preparing returning clients before filing season.
Open page7216 consent
Consent records should be findable when the office needs them.
Organize client consent records around tax-return-information use and disclosure workflows.
Open pageForm 8867 evidence
Due diligence is easier to defend when the evidence is organized before review.
A workflow for organizing client answers, notes, and supporting evidence around Form 8867 due-diligence review.
Open pageITIN-safe intake
ITIN-heavy offices need intake that does not assume every client fits a credit-file workflow.
A bilingual intake workflow for ITIN-heavy offices that need clearer identity, address, and document evidence organization.
Open pageTurn these pages into a real office workflow.
Book a short demo to decide which workflow should go first for your office.