Consent records should be findable when the office needs them.
A workflow for tracking what the client consented to, which vendor or recipient is involved, what purpose applies, and when the consent should be reviewed.
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.
Office workflow
Consent inventory
The workflow gives each client record a clearer consent context before information is used outside the core preparation workflow.
- Purpose
- Recipient or vendor
- Language used
- Review or expiration date
Office workflow
Audit-ready retrieval
The point is not more paperwork. It is being able to answer what was authorized without digging through inboxes.
- Client-level records
- Plain-language summary
- Export path
- Connection to WISP vendor review
Answer-ready summary
The 7216 Consent Vault organizes client consent context for tax offices: purpose, recipient, vendor, language, date, and exportable workflow records.
Source note
This page describes Intaxion's current product positioning and offer scope. It is not legal advice, tax advice, IRS approval, or a compliance guarantee.
Frequently asked questions
Does this replace legal review?
No. It helps organize consent workflow records; the office remains responsible for legal review and final language.
Is this useful without outside vendors?
Yes. It is still useful for tracking how client information is used, disclosed, and reviewed inside the office workflow.
Related
Next useful pages
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.
Compliance 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.
Preseason 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.
Check whether this workflow fits your office.
Intaxion complements your tax-prep software. The demo focuses on the work before preparation starts.