In-Office Intake
Guide Walk-In and Staff-Assisted Intake Consistently. Use a structured staff-facing intake workflow when information is collected with a client in the office.
Clients · from the product
Why firms use it.
Consistent walk-ins
Every staff member follows the same steps.
Connected record
Information lands in the client record.
Smooth handoff
Move straight into the workflow.
Hand off
Pass the client to the next step.
Questions
Yes. It is a staff-facing workflow.
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Let Clients Create Their Own Portal Account. Clients sign up on your branded portal, verify their email and complete onboarding, with no manual invitation for every client.
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A purpose-built CRM for accounting firms with unified account numbers, household linking, business entity profiles, deal pipelines, and complete activity tracking.
Learn more ›See In-Office Intake in your firm.
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