Tax Intake
Smart intake forms that meet clients where they are — a traditional guided wizard or a conversational experience powered by GIO AI.
Two Ways to Intake
Choose between two intake experiences — both produce the same structured data for your team.
Guided Wizard
A structured step-by-step form with clear sections, a progress bar, and document upload at every step. Ideal for clients who prefer guidance.
GIO Conversational
GIO AI chats with the client, asks only the relevant questions, and collects everything naturally. No forms, no jargon — just a conversation.
Guided Intake Wizard
The intake wizard walks clients through every section of their tax situation in a logical, approachable order.
- Personal information and household details
- Employment and W-2 income
- Business income (self-employment, S-corp, etc.)
- Rental property income
- Investment income and 1099s
- Deductions and credits
- Prior year return upload
- Dependents information
- Document upload at each relevant step
When a client uploads a document at any step, GIO automatically reads it and pre-fills the related form fields — dramatically reducing entry errors and time spent.
GIO Conversational Intake
A more natural experience — GIO has a conversation with the client, asking only the questions relevant to their situation. No overwhelming forms, no confusion.
- GIO asks questions based on previous answers (adaptive)
- Plain language — no tax jargon
- Clients can upload documents mid-conversation
- GIO extracts data from uploaded documents automatically
- Full conversation is saved and visible to preparers
- Works on any device — mobile friendly
Intake Admin & Preparer Dashboard
Preparers and admins have a dedicated intake dashboard to see all incoming submissions, their status, and what still needs attention.
- List of all intake submissions with status indicators
- Filter by preparer, status, date, or client
- View extracted data and uploaded documents per submission
- Approve, reject, or request more information
- Assign submissions to preparers
- Export intake data for tax software import
- Notes and internal annotations per submission
Document Handling
- Encrypted storage for all uploaded documents
- Supported formats: PDF, JPG, PNG, HEIC, and more
- OCR extraction with field-level confidence scores
- Side-by-side document viewer and data review
- Secure download by authorized users only
- Automatic document classification (W-2 vs. 1099 vs. other)
Public Intake Link
Every firm gets a public intake URL that clients can access without logging in. This link can be embedded in your website, shared via email, or printed on a QR code.
- No account required for clients to start intake
- Referral tracking preserved when accessed via a referral link
- Custom intake landing page with your firm's branding
- Multi-language support available
Intake Progress & Milestones
Clients can see exactly how far along their intake is, and what's still needed. Milestone animations celebrate completion of key steps to keep clients engaged.