Qualify prospects, collect financial details, and onboard new clients efficiently.
Whether you specialize in tax preparation, bookkeeping, audit, or advisory services, HeyIntake helps you gather the information you need to serve clients effectively.
Tax season is stressful enough without chasing clients for documents or discovering mid-engagement that their situation is far more complex than anticipated.
Traditional accounting intake is a bottleneck. Simple questionnaires don't capture the full picture. Staff spend hours on follow-up calls gathering missing information. Complex clients get mixed in with simple 1040s, and you don't realize the mismatch until you're deep into the work.
HeyIntake's AI-powered intake forms solve these problems. Clients provide comprehensive financial details, document access, and complexity indicators upfront. Our adaptive scoring evaluates each inquiry to help you identify high-value business clients who need partner attention versus routine work suitable for staff.
For CPAs, tax professionals, bookkeepers, and accounting firms of all sizes, this means smoother tax seasons, better client matching, and more profitable engagements with less administrative overhead.
Sound familiar? HeyIntake solves these problems automatically.
Starting engagements without complete information about the client's financial situation.
Scrambling to collect documents and details from clients during the busiest time of year.
Discovering the client's needs are much more complex than anticipated after agreeing to fees.
Endless follow-ups to collect tax forms, bank statements, and financial records.
Simple 1040 requests mixed with complex business clients requiring different attention.
Missing potential conflicts of interest until deep into the engagement process.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI evaluates each inquiry to help you prioritize high-value clients and identify complex situations that require senior attention.
Real Estate • $2M Revenue • Tax + Advisory
"Multi-property real estate LLC seeking tax planning and quarterly advisory. Current accountant retiring. Clean books, responsive owner. Excellent fit for business services tier."
From inquiry to prepared engagement in three simple steps
New clients share financial situation, service needs, and document access through your intake form.
Our AI evaluates engagement complexity, flags potential issues, and identifies service fit.
Begin every client relationship with complete information and clear expectations.
AI identifies complex engagements requiring partner attention vs. routine work for staff.
Request tax forms, financial statements, and access credentials before engagement begins.
Automated intake during busy season ensures you have what you need when you need it.
Identify clients who match your firm's specialties and service capacity.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for accountants?