Every feature exists because tax professionals asked for it. Not a generic form tool — a complete practice management system.
Covers every tax scenario — W-2, 1099, self-employed, dependents, deductions. Clients complete in 5–10 min from their phone. Syncs 138 fields to GHL instantly.
138 custom fields auto-populated. Pipeline stages, automation tags, and GHL workflow triggers fire automatically on every form submission and status change.
Send clients a secure link. They photograph W-2s from their phone. You get notified instantly. Documents renamed and organized automatically. No email chaos.
Typed or drawn authorization signatures collected in minutes. Stage advances automatically when signed. Full audit trail logged in GHL notes.
Every intake scored Simple / Moderate / Complex using AI. EITC eligibility auto-detected. Preparer brief generated. Due diligence interviews triggered automatically.
Connect your firm's Google Drive. Documents organized: TaxIntake Pro → 2025 → Client Name → files. Named W-2 - Roman Nelson - 2025.pdf automatically.
Clients track return status, upload docs, sign authorization, and message their preparer — all from their phone. Magic link access, no app download.
Send SMS and Email directly from the contact drawer. Full GHL conversation history. No switching tabs. Client replies appear in real time.
Up to 25 team members. Each preparer gets their own filtered view and intake form link. Owner sees everything. Role-based access control.
We handle all the GHL configuration. You just share your intake link.
Create your account. Share your GHL credentials. We personally configure your pipeline, 138 custom fields, and all automation tags. You receive a Loom walkthrough showing everything working.
Share your branded intake link. Client completes 13 steps on their phone in 5–10 minutes. All data syncs to GHL instantly — no manual entry ever.
Client uploads documents via secure magic link — photographs from their phone. Signs authorization form digitally. Stages advance automatically. You get notified.
AI summary ready. Documents in your Drive. GHL pipeline tracking every client. Your team working their own filtered queue. You focus on filing, not chasing.
Solo preparer? Get organized and stop chasing clients.
Running a firm? Assign clients to preparers, track revenue splits, and give every team member their own workspace — all from one portal.
Stop asking “did you send your W-2?” Connect your Google Drive once. Every document uploaded by every client — via intake form, magic link, or client portal — is automatically renamed and organized in your Drive.
Automatic stage transitions when clients upload docs or sign. Nothing falls through the cracks.
Pay once. Use every tax season. All future updates included. No monthly fees. No per-client fees. Ever.
One-time payment
Get Started — $199 →Save $59 vs. separate
Get Bundle — $249 →Everything, forever
Get Full Suite →30-day money-back guarantee · All client PII stays in your GHL account
Also available: DD Pro — $109 · Bundle — $249 · CreditScore Pro
TaxIntake Pro is a tax intake software platform built natively for GoHighLevel (GHL). It provides tax professionals with a 13-step digital intake form, secure document collection via magic links, electronic signature capture, AI-powered complexity scoring, and a client self-service portal. All data syncs automatically to GoHighLevel using Private Integration Tokens, populating 138 custom fields without Zapier or middleware.
Tax preparers, enrolled agents, CPAs, and tax professionals who use GoHighLevel CRM as their primary client management system. Supports solo preparers and multi-preparer tax offices up to 25 team members.
TaxIntake Pro costs $199 as a one-time payment. There are no monthly fees, no per-client fees, and all future updates are included. A bundle with DD Pro (due diligence software) is available for $249 one-time.
DD Pro (Due Diligence Pro) is IRS Form 8867 due diligence compliance software for tax preparers. It conducts structured AI-powered interviews for EITC, HOH, CTC, ODC, and AOC filers, generates risk scores, and produces PDF compliance documentation.
TaxIntake Pro is the GoHighLevel-native alternative to TaxDome. Unlike TaxDome which charges monthly per user, TaxIntake Pro is a one-time payment of $199. TaxIntake Pro requires an existing GoHighLevel account and stores all client data in GHL rather than a separate database.
TaxIntake Pro works with any GoHighLevel plan including white-label sub-accounts. It integrates via Private Integration Token (PIT) and requires a GHL location with custom fields enabled.