Client Intake
Client intake software for accounting firms, minus the email chains.
Paloma is client intake software for accounting firms that turns 'send me your info and I'll set you up' into a link. New clients onboard themselves; your team stops retyping.
Onboarding by email is data entry with extra steps.
The info ping-pong
Name, address, dependents, prior CPA - collected across five emails, then typed into your systems by hand.
Leads that go cold
A prospect emails one partner, the partner is in a return, and the lead quietly dies in an inbox.
Every setup is bespoke
Without a standard front door, every new client is onboarded slightly differently - and staff learn each variation the hard way.
What it does
One front door for every new client.
Your firm's intake link
A branded form at your own link - put it on your website, in your email signature, anywhere prospects find you.
A guided wizard
New clients walk through personal info, tax background, and services step by step - with steps that don't apply skipped automatically.
Returning clients confirm, not retype
Last year's clients see what you already know and confirm what changed - intake in minutes, not another blank form.
Bulk import your book
Existing clients come over from a spreadsheet in one pass, so adopting Paloma doesn't mean re-entering your practice.
Leads land in a queue
Every inquiry becomes a lead your team can see, claim, and convert - with notifications the moment one arrives.
Households handled
Spouses and co-owners join the same folder with their own access - joint returns start joined up.
How it works
- 1
You share your firm's intake link.
- 2
New clients answer a short, friendly form.
- 3
Paloma builds their folder for you.
- 4
Tax season starts without any copy-paste.
Intake is the front door: it feeds the tax organizer, which builds each client's document checklist, and the whole season runs through your tax workflow.
Common Questions
Book time with Abby
15 minutes. Watch a brand-new client go from your intake link to a ready folder.
Pick a timePrefer to write first? Contact us about Dynamic Client Forms.