Start with a better client conversation.
Give clients a guided form, a conversation with Gio or an upload-first starting point. Bring their answers and documents into a preparer review workflow.
7-day free trial · $0 due today
Client Tax Intake
Current interfaceIntake and AI-assisted operations follow the firm's permissions and available GIO credits. AutoFill into OLT Pro web is a separate beta workflow requiring preparer review.
01
Guided, conversational or upload-first
02
A link clients can open directly
03
Preparer review before acceptance
Tax intake,
in practice.
Clients should be able to start with what they know and the documents they have. Preparers still need the opportunity to check and clarify the result.
01
Let the client choose how to begin
The intake supports guided questions, conversational assistance and document-first entry. These paths populate the same intake record for review.
- Switch between form and conversational modes
- Upload supporting documents
- Confirm extracted information before relying on it
02
Keep sensitive information scoped
Each client gets a unique intake link, so they can finish without creating an account. Sensitive identifiers receive field-level encryption and authorized access controls.
- A unique intake link for each client
- Progress saved by section
- Authorized preparer access with additional verification where required
03
Review, clarify and accept
A submitted intake goes to preparer review. Accept it, reject it or request changes rather than treating every AI extraction as final.
- Submitted and under-review states
- Accepted, rejected and change-request outcomes
- Documents and answers available for professional review
A clear path from setup to action.
01
Send an intake link
Create the case or intake in GoRefer and share its unique link with the client.
02
Collect and confirm
The client answers questions, uploads documents and checks the information collected.
03
Review the submission
The preparer checks the intake, requests any changes and decides whether to accept it.
The details
that matter.
Yes. Guided, conversational and upload-first entry all fill in the same intake record.
Clients can upload tax documents such as W-2s, 1099s and prior returns from their device. File type and size limits apply.
The product uses encrypted transmission, field-level encryption for sensitive identifiers and scoped access. Authorized preparers may view data needed for their work. See the Trust Center for control details and certification status.
Not every question. The intake is built for individual returns, with set sections and follow-up questions that appear based on earlier answers. Adjust the intake settings available to you and review the form your clients will see.
Clients can use the responsive intake in a mobile browser. They do not need to create a GoRefer account to open a valid intake link.
The 7-day free trial uses the Scale feature set. Enterprise-only capabilities are not part of that trial. A card is required to start the trial, and nothing is charged that day. When the trial ends, the plan you chose begins and is billed to that card, with its one-time setup fee, unless you cancel before then. Your card is held by Stripe, our payment processor; GoRefer never stores card details.
Make room for a more connected practice.
7-day free trial · $0 due today