Chasing forms, documents, and signatures? Let’s never do that again.
You finally get a client to say “Yes” then the nightmare begins. “Where’s your W-2?” “Can you fill out this engagement letter?” “Did you get my 47 scanned PDFs?” “Did you sign the 8879?”
Congratulations, you’re now a paper-pusher, inbox babysitter, and deadline worrier.
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It’s costing you your sanity and it's costing you hours. That’s a bad combination.
The overflowing inbox.
The missing docs
The duplicate forms.
The manual tracking.
It’s slow. It’s messy. It’s a terrible first impression. That’s why we built a client intake flow that’s as smart as the rest of your firm. Branded, automated, and built to get what you need fast, without chasing clients down.
Customized to your services and firm voice more PDF attachments
File uploads, questionnaires, signatures.
All in one place
No more disconnected Google Forms or pieced-together portals.
— Barnum Tax
If intake is clunky, clients assume you are clunky.
If they’re confused, they won’t ask, they’ll ghost.
If the process takes too long, they’ll bail.
Intake is your first impression. And your last chance to build momentum.
MAX helps create customized proposals and invoices.
MAX creates todo lists, intake forms and custom questionnaires.
MAX makes you look good—automatically.
This isn’t just intake. This is onboarding that actually onboards.
Client intake doesn’t have to be the bottleneck that derails your season. It can be your secret weapon.
Fast. Frictionless. Fully branded. Fully done.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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