TaxAssistIQ helps firms collect client information through a calmer, more intelligent intake experience — one that reduces friction, guides clients clearly, and reflects the professionalism of your firm.
A document-first approach for firms that want less chasing, less confusion, and a better client experience.
Start the way that feels easiest
Help clients begin without the usual overwhelm.
A clearer start leads to better participation.
Give your firm a more modern first impression.
They stall on giant forms, send incomplete uploads, or wait for you to tell them what to do.
Every missing document means another email, another follow-up, another delay.
Clients see a wall of questions and freeze. Completion rates suffer before they even begin.
Your team ends up emailing reminders, re-requesting documents, and filling gaps that a better start could prevent.
TaxAssistIQ replaces the giant organizer with a guided, document-first experience clients can actually complete.
Instead of front-loading clients with forms, TaxAssistIQ offers three easier ways to begin:
Start with what you already have. W-2s, 1099s, receipts — just upload.
Tell us what changed this year in plain language.
Follow a clear path tailored to your situation.
Upload documents, describe their situation, or follow guided steps — whatever feels most natural. No giant form to fill out first.
Documents are classified, key data is surfaced, and missing items are identified — without manual sorting.
Less chasing. Better visibility. A structured foundation for preparation.
Help clients start with what they already have. Fewer emails. Fewer reminders. More progress.
A more intuitive experience for people who feel overwhelmed by taxes.
Give clients a modern, polished intake experience that reflects well on your practice.
Collect information in a way that's more structured, visible, and actionable for your team.
Most systems still rely on the same old premise: ask more questions, present more fields, and hope clients can sort it out.
TaxAssistIQ takes a more intelligent approach.
Start with what already exists.
Use documents as the foundation.
Add guidance where it is needed.
Ask for more only when it matters.
It is a better experience for clients and a more effective intake model for firms.
Taxes already carry enough emotional weight.
A better intake experience does more than improve appearance. It changes behavior.
When clients are given a clearer, more welcoming way to begin, they are more likely to engage, provide what they have, and keep moving forward.
That makes the experience better for them — and more productive for your firm.
Clients notice the beginning.
They notice whether the experience feels dated or current, confusing or clear, transactional or thoughtfully designed.
TaxAssistIQ helps firms offer an intake experience that feels more composed, more professional, and more aligned with the standard of service they want to deliver.
TaxAssistIQ is built to support a more client-friendly front door for intake — with the potential to feel more aligned to your firm experience than a generic external system.
Firm portal
Your Firm Name
Share what you have. We'll help with the rest.
Your clients trust you with their most sensitive financial information. We built TaxAssistIQ to earn that same trust.
Sensitive fields encrypted at rest and in transit
Passwordless magic links. No credentials to steal.
CPAs see everything. Clients see only their data.
Each firm's data is completely separated.
See how TaxAssistIQ can help your firm collect documents, reduce confusion, and modernize tax intake.