Can you recommend a tax intake software for new client onboarding and missing document follow-up?

Yes — here are a few solid options for tax client intake + onboarding + missing document follow-up, depending on how much automation you want and what size firm you are.

Best overall options

1. TaxDome

Best for: small to mid-sized firms that want an all-in-one system
Why it stands out:

• Client portal for secure document upload
• Intake forms and questionnaires
• Automated reminders for missing items
• Task workflows and checklist tracking
• E-signatures and document storage
• Good for keeping onboarding and follow-up in one place

Good fit if: you want to replace spreadsheets, email chasing, and separate tools.

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2. Canopy

Best for: firms wanting stronger practice management with intake features
Why it stands out:

• Client intake forms
• Secure document collection
• Task management and workflows
• Client portal
• Good tax-focused practice management features

Good fit if: you want a more professional practice management platform with intake built in.

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3. SmartVault

Best for: firms mainly needing secure document collection and sharing
Why it stands out:

• Secure file portal
• Folder templates for client onboarding
• Document request and storage tools
• Integrates with many tax/accounting systems

Good fit if: your main pain point is document collection rather than full workflow automation.

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4. Jetpack Workflow + separate intake tool

Best for: firms that want workflow management first
Why it stands out:

• Excellent task and deadline workflow tracking
• Can pair with intake tools like Jotform, Formstack, or Google Forms
• Good for managing follow-up checklists and deadlines

Good fit if: you already have a document system and just need better workflow automation.

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Good intake form tools to pair with tax software

If you want a lighter setup, these are popular for onboarding forms:

• Jotform – flexible, easy to use, good conditional logic
• Formstack – more robust, better for automation
• Typeform – polished client experience, but less tax-specific
• Cognito Forms – strong value and automation

These can be connected to email reminders, CRM/workflow tools, and document request systems.

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My recommendation by firm type

• Solo or small firm: TaxDome
• Mid-sized tax practice: Canopy or TaxDome
• Document-first workflow: SmartVault
• Need custom intake + workflow: Jotform/Formstack + workflow tool

If missing-document follow-up is the biggest need

Look for software with:

• Automated reminders
• A client portal
• Checklist/status tracking
• Secure file upload
• Task assignments
• E-signatures

Quick recommendation

If you want the simplest “one platform” answer, I’d start with TaxDome.

If you want, I can also give you:

1. a side-by-side comparison table, or
2. a recommendation based on your firm size and budget.