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CPA Firm Intake System

Stop Losing $9,000
Per Unqualified Prospect.

The average CPA firm invests 30+ hours on a prospect that doesn't convert — $9,000 in billable time down the drain. Your contact form is the problem. Replace it with a scored qualification system that identifies advisory clients, routes inquiries by complexity, and eliminates discovery call waste before a single billable minute is spent.

Try the Live Demo → See Pricing
Get Started
Let's Build Your Intake System
5–7 day delivery · one-time price · no monthly fees
340+Hours lost per tax season
$9KBillable time per failed proposal
$10KMore per advisory vs. compliance client
73%Leads that never convert
The Problem

Tax Season Isn't the Problem.
Your Intake Is.

Every January, CPA firms spend hundreds of hours chasing information from prospects who will never become clients. This isn't a staffing problem or a marketing problem. It's a qualification problem — and it has a specific solution.

340+
Hours Lost Per Season
Mid-market firms lose 340+ hours each tax season gathering information from prospects who weren't properly qualified before the first call.
Analysis of 47 CPA firms, 2024
$9K
Per Failed Proposal
At $300/hr, a firm that invests 30 hours on a single unwinnable proposal has spent $9,000 on a deal that was never going to close. This happens every quarter.
Association for Accounting Marketing
73%
Leads Never Convert
Industry-wide, 73% of inbound leads are unqualified. Without a scoring system, your staff can't tell the $15K advisory client from the $400 tax return — until they've spent 2 hours on the phone.
HubSpot B2B Lead Research
$10K
Missed Per Advisory Client
CAS and advisory practices generate nearly $10,000 more per client annually than compliance-only firms. Missing that identification costs you every tax season.
AICPA 2024 CAS Benchmark Survey
The Solution

A Qualification Engine,
Not a Contact Form.

Every prospect is scored in real time across nine dimensions — entity type, revenue range, complexity, timeline, service need, and referral source. By the time they reach question ten, you already know who you're dealing with.

1
Prospect Completes Intake
10 targeted questions replace a generic contact form. Each builds a scored profile. Takes 4 minutes. Most prospects finish before you could set up a discovery call.
2
System Scores in Real Time
Entity type, revenue range, complexity flags, timeline urgency, and referral source are each weighted. Your prospect sees their tier build as they answer. They're invested before they submit contact information.
3
You Receive a Tiered Alert
Your email arrives with the tier and score in the subject line. "Priority Consultation — Jane Smith (84/100)" tells you everything before you open it. Same-day prospects surface immediately.
4
Follow Up With Context
You know their entity type, revenue range, complexity tier, primary need, and referral source before the first call. Every follow-up is calibrated — not cold.
LIVE DEMO — CPA INTAKE SYSTEM
See exactly what your prospects experience.
Live scoring · 9 qualification questions · branded results screen · real email notification
Try the Live Demo →
Who It's For

Built for Firms That Can't Afford
to Chase the Wrong Clients.

If a single advisory relationship is worth $5,000–$50,000 to your firm and you're using a contact form to identify those clients, this system pays for itself the first week it's live.

Solo CPA Practices
You're managing every inbound inquiry yourself. Every hour on an unqualified prospect is an hour not spent on a $15K advisory client. The system qualifies while you're billing.
Small Firms — 2 to 8 Staff
Tax season already has your team at capacity. A scored intake eliminates the triage problem — your staff knows exactly which prospects to prioritize before the first call happens.
Firms Transitioning to Advisory
Moving away from compliance-only work toward CAS or fractional CFO? You need a way to surface those clients before they find a firm that already has a qualification system.
High-Complexity Specialty Practices
International tax, real estate investors, business exits, equity compensation — your ideal clients have flags a contact form never captures. Scored intake surfaces complexity early.
Firms Running Paid Search
Spending $5–$15 per click on Google to drive tax traffic? A contact form destroys your ROI. A qualification intake filters browsers before they consume your team's time.
Referral-Heavy Practices
Even referrals need to be qualified. A scored intake gives you context before the first call — and gives the referred prospect confidence your firm runs a rigorous process.
Why Not Just Use What You Have

Your Current Process Is Costing You Clients.

Every alternative — email, phone, generic form — was built for data capture, not qualification. Here's what that costs.

FactorIECAN CPA IntakeContact FormGeneric CRMCalendly
Qualifies before first contact✓ Scored before they submit✗ Anyone sends anything✗ Data capture only✗ No qualification
Surfaces advisory clients✓ Revenue + entity + complexity✗ Not designed for this~ Only if you built logic✗ No
Email tier in subject line✓ Tier + score on arrival✗ Raw inquiry, no context~ If configured✗ Just a booking
Tax season urgency routing✓ Immediate vs. planning tier✗ No✗ No✗ No
One-time price, you own it✓ $997–$2,997 once✓ Free (costs $9K/yr anyway)✗ $79–$300/month forever✗ $8–$16/month
Built for CPA complexity✓ Entity, S-corp, advisory flags✗ Generic✗ Generic✗ No qualification logic
Pricing

One Client Covers the System.
Everything After That Is Margin.

Every tier is a one-time price. No monthly fees. No platform dependency. You own it outright from day one. A single advisory client worth $5,000 pays for any tier multiple times over.

Solo / Entry
$997
Solo practitioners & single-location
For CPAs running their own practice who need a qualification system without a team to manage it.
  • Full 9-question scored intake
  • 4 scoring tiers with results screen
  • Email notification on every submission
  • Matched to your firm's branding
  • Delivered in 5–7 business days
Get Started at $997
Small Firm — Most Popular
$1,997
2–8 staff, growth-mode practices
For firms where multiple staff handle intake and a more detailed routing system is needed.
  • Everything in Solo, plus:
  • Multiple staff routing paths
  • Service-type routing (individual / business / advisory)
  • Extended complexity flag question set
  • Custom results screen copy
  • One revision round after delivery
Get Started at $1,997
Multi-Office / Specialty
$2,997
Multi-location, niche, or advisory-heavy
For firms with specialty practice areas, multiple partners, or complex routing requirements.
  • Everything in Small Firm, plus:
  • Multi-location or multi-partner routing
  • Specialty tracks (international, M&A, real estate)
  • Full white-label with your domain
  • Website integration support
  • Two revision rounds
Get Started at $2,997
What You Get

Four Things Guaranteed On Every Build.

You Own It Outright
No SaaS licensing. No platform dependency. The system is a file you control, on your site, with no recurring costs. Cancel nothing. Pay nobody monthly.
5–7 Business Days
From confirmed order to delivered system. We don't take on more than we can execute at this pace. If your deadline matters, tell us upfront.
Built From Your Firm
Every system is built from your services, client mix, and brand — not a template with your logo dropped in. We review your site before we build.
Direct Access
No support tickets. No chatbots. You work directly with the person building your system from first question to final delivery.
Questions

The Ones We Hear Every Time.

Does this integrate with my CRM or practice management software? +
The system delivers structured data to your email inbox — which works regardless of whether you use TaxDome, Karbon, Thomson Reuters, or a spreadsheet. If you need direct CRM integration, that can be scoped as part of the multi-office tier. Email delivery is reliable, simple, and requires no platform access from us.
Can it be configured for specialty practices like international tax or M&A? +
Yes — specialty routing is built into the Small Firm and Multi-Office tiers. If you specialize in real estate investors, business exits, international clients, or transaction support, the intake can be configured to flag and route those specific profiles before they reach your team.
How does the scoring work — and can I adjust the weights? +
Each of the 9 questions is weighted based on factors that predict client value for CPA firms: entity type, revenue range, complexity flags, timeline urgency, service need, and referral source. After delivery, you receive a clean HTML file — you own it completely and can adjust weights, question text, or scoring tiers as your client mix evolves.
Does the system flag poor-fit prospects? +
Yes, indirectly. Prospects who score in the bottom tier (under 30/100) receive a "Basic Filing" result with a different follow-up recommendation. You can configure the language to redirect those prospects to a self-service resource or set a lighter follow-up cadence — your team isn't spending 30 minutes confirming someone isn't a fit.
How does this work on my existing website? +
The system is a single HTML file that works on any website — WordPress, Wix, Squarespace, or custom-built. It can be linked from your navigation, embedded as a full page, or placed behind a button on your contact page. No plugins. No backend changes. We'll walk you through placement after delivery.
Is there a monthly fee after the one-time price? +
No. You pay once. You own the system. No hosting fees. No platform dependency. No subscription model. The email notification uses a free-tier form service that handles thousands of submissions per month. You will not receive a recurring invoice from us.
What's the actual ROI? +
If your average advisory client generates $5,000–$15,000 per year and this system helps you identify and convert one additional advisory client in its first month, the system paid for itself 2–5x over. More direct: if you're currently spending 10 hours per month on intake calls with unqualified prospects ($300/hr = $3,000 in billable time burned), eliminating half that waste covers the system cost in the first week.
THE MATH

One Advisory Client Pays For This
System Ten Times Over.

Your contact form is costing you 340 hours a year and $9,000 per failed proposal. Every tax season you run that math again. This is the season it stops.

See the Live Demo →
bene@iecantraining.com · iecantraining.com