Turn your WISP into a practical office review, not a file you forget.
This offer pairs WISP setup with a short review of the workflows that create due-diligence evidence: client intake, 7216 consent, 8867 support, document handling, and follow-up.
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
What gets reviewed
The review focuses on whether your written plan matches the way the office actually collects, stores, follows up on, and reviews client information.
- WISP sections and review date
- Vendor and access list
- Client-data intake path
- 8867 and 7216 checklist gaps
Office workflow
What you leave with
You leave with a revised WISP packet, a short action list, and a cleaner handoff between written policy and daily office workflow.
- Branded WISP PDF
- Due-diligence action notes
- Consent and document-flow checklist
- Founder-led 30-minute review
Answer-ready summary
Intaxion's WISP + Due-Diligence Review helps small tax offices connect a written security plan with client intake, document handling, Form 8867 support, Section 7216 consent, and review-ready evidence.
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
Is this a legal review?
No. It is an operational workflow review that helps the office organize its WISP and due-diligence evidence.
Can I start with the lower WISP Pack?
Yes. The WISP Pack is the lower-friction starting point if you want the document before booking a review call.
Related
Next useful pages
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.
7216 consent
Consent records should be findable when the office needs them.
Organize client consent records around tax-return-information use and disclosure workflows.
Check whether this workflow fits your office.
Intaxion complements your tax-prep software. The demo focuses on the work before preparation starts.