SAAS
TaxIntake Pro
Multi-tenant client intake system for tax firms, built on GoHighLevel.
The Challenge
Tax firms were collecting client documents and intake info through scattered emails, PDFs, and spreadsheets — slow, error-prone, and a poor client experience during peak season.
The Solution
Built a white-label, multi-tenant intake platform on GHL with custom forms, document checklists, automated reminders, and pipeline tracking — deployable per-firm via snapshot in minutes.
Key Features
- Multi-tenant white-label architecture
- Automated client intake workflows
- Document checklist & reminder sequences
- One-click GHL snapshot deployment
Results
Live across 14+ US tax firms, processing 1,000+ client intakes per season.
Want a system like this for your business?
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