Going Digital for Intake Wasn’t Enough— And It’s Costing Your Firm Time, Clients, and Staff
While you thought switching from paper organizers to digital questionnaires was the solution:
- Clients are still frustrated and confused.
- Staff are still burned out from chasing documents and renaming files.
- Firms are still losing thousands of dollars in wasted time every tax season.
The harsh reality? Going digital didn’t fix your intake problems. It just moved them online.
This guide reveals why your current fixes aren’t working, what truly modern intake looks like, and how to turn your biggest operational headache into a seamless (perhaps even enjoyable) experience that attracts clients, retains staff, and scales your practice.
What You’ll Learn
In this free guide, you’ll learn:
- Why your “digital” intake is still broken and costing your firm thousands of dollars in recoverable time every tax season
- The 8 must-have features that separate truly modern intake from digitized paper processes
- How leading firms save 60-90 minutes per return
- The complete workflow approach that seamlessly connects each stage, from engagement to archive
- Your competitive advantage strategy for premium positioning and why intake determines which firms thrive
