The Smartest Tax Intake System Ever Built
Dual-mode intake — guided wizard or AI conversation — that captures every data point, extracts documents, and flows directly into your workflow.
Dual-Mode Intake
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app.gorefer.io/intake
Client Intake
Step 4 of 9
Income Sources
W-2 Wages
1099-NEC Income
Filing Status
Progress
44%
What was your total W-2 income for 2025?
$72,450 from my primary employer
Got it! I've recorded $72,450 in W-2 wages. Any additional 1099 income?
PII Encrypted
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22 Sections
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Document Upload
Watch the dual-mode intake in action — wizard and AI modes auto-toggle every 5 seconds.
The Old Way Is Costing You
45min
avg intake time
with paper forms and manual data entry — clients abandon halfway through
23%
incomplete intakes
because clients miss questions or skip required documents
5x
re-entry of data
from form → spreadsheet → tax software → CRM → billing
3 days
avg turnaround
before a preparer can even begin working on a submitted intake
Wizard Mode — Guided Step-by-Step
A structured, multi-step form that walks clients through every question with validation, conditional logic, and progress indicators. Perfect for clients who prefer clear guidance.
Multi-step progress bar with section labels
Conditional questions — show/hide based on prior answers
Real-time validation prevents incomplete submissions
Drag-and-drop document upload with mobile camera support
Client Intake
Step 4 of 9
Income Sources
W-2 Wages
1099-NEC Income
Filing Status
Progress
44%
What was your total W-2 income for 2025?
$72,450 from my primary employer
Got it! I've recorded $72,450 in W-2 wages. Any additional 1099 income?
PII Encrypted
·
22 Sections
·
Document Upload
Gio Mode — AI Conversational Intake
Clients chat naturally with Gio, our AI assistant, who asks the right questions, extracts structured data, and handles follow-ups — like having a virtual intake coordinator.
Natural language understanding — clients type freely
Smart follow-up questions based on context
Automatic data extraction and field mapping
Handles edge cases and complex filing scenarios
Client Intake
Step 4 of 9
Income Sources
W-2 Wages
1099-NEC Income
Filing Status
Progress
44%
What was your total W-2 income for 2025?
$72,450 from my primary employer
Got it! I've recorded $72,450 in W-2 wages. Any additional 1099 income?
PII Encrypted
·
22 Sections
·
Document Upload
Document Collection & Processing
Clients upload W-2s, 1099s, prior returns, and receipts directly into the intake. GoRefer organizes, labels, and attaches everything to the client record automatically.
Drag-and-drop + mobile camera capture
Auto-categorization of document types
OCR extraction for key data points
Secure storage with audit trail
Client Intake
Step 4 of 9
Income Sources
W-2 Wages
1099-NEC Income
Filing Status
Progress
44%
What was your total W-2 income for 2025?
$72,450 from my primary employer
Got it! I've recorded $72,450 in W-2 wages. Any additional 1099 income?
PII Encrypted
·
22 Sections
·
Document Upload
Intake in Three Steps
01
01
Firm Sends Intake Link
Share a branded intake link via email, SMS, or embed it on your website. Each link can be customized per return type.
02
02
Client Completes Intake
Clients answer questions in wizard mode or chat with Gio. Upload documents, provide filing info, and sign engagement letters.
03
03
Preparer Reviews Submission
All structured data flows into the CRM with documents attached. Preparers review, approve, and begin working — no re-entry needed.
Built for Every Return Type
Individual Tax Returns
Collect W-2s, 1099s, filing status, dependent info, deductions, and prior year data through a guided wizard tailored for 1040 preparation.
Business Returns
Structured intake for S-corps, partnerships, and LLCs — including entity info, financials, K-1 distributions, and multi-member details.
Returning Clients
Pre-fill from prior year data. Clients simply confirm what hasn't changed and add new information — cutting intake time by 70%.
Tax Intake Questions Answered
Yes! Clients can toggle between guided step-by-step wizard mode and open conversational mode at any time during the intake process.
W-2s, 1099s, prior returns, receipts, ID documents, and any other files. GoRefer supports drag-and-drop, mobile camera capture, and integration with cloud storage.
Absolutely. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We're SOC 2 Type II compliant and follow IRS Publication 4557 standards.
Yes. Admins can add, remove, or reorder questions, add conditional logic, set required fields, and create different intake templates for different return types.
Fully responsive. Clients can complete their intake on any device — desktop, tablet, or smartphone — with an optimized mobile experience.
Stop losing clients to clunky intake forms
Give your clients a modern intake experience they'll actually complete.
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