Client Intake
Start a new intake session or respond to questions step by step.
Intake data will appear here…
Continue Session
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Document Checklist
Generate personalized document requirements based on client profile.
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Tax Pro Routing
Get matched with the best tax professional based on client complexity and needs.
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Appointment Reminders
Create personalized reminders for documents and upcoming appointments.
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System Health
Check service status, API connectivity, and runtime info.
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Live Streaming (SSE)
Connect to real-time Server-Sent Events for live updates.
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Complete Workflow
Start Intake
Begin collecting client info
Answer Questions
Step-by-step tax details
Generate Docs
Personalized checklist
Match & Book
Find tax pro & schedule