Intake
Tax organizer software clients actually finish.
Paloma is tax organizer software built around one observation: clients don't fail to answer questions, they fail to open packets. A smart questionnaire, one link, finished from the couch.
The January organizer is where tax season stalls.
The 40-page PDF
Generic organizers ask every client every question. Most stop reading on page two, and the packet dies in a downloads folder.
Re-keying what you knew
Returning clients get asked for information the firm already has - and every re-entered answer is a chance for a new error.
No answers, no checklist
Until the organizer comes back, staff don't know which documents to request - so collection starts weeks late.
How Paloma does intake
A questionnaire that adapts, then builds the checklist for you.
Conditional questions
Clients answer guided yes/no questions - employment changes, new 1099 income, real estate - and only see follow-ups that apply to them.
Returning-client smart intake
AI generates change-confirmation questions from prior-year data, so returning clients confirm instead of re-entering. Answering 'no longer' auto-skips everything related.
One link, any device
No portal account, no app download, no password reset. The organizer opens from a single link and works from a phone.
Answers become the checklist
Every answer maps to required documents automatically - a W-2 for each job, a 1098 for the new house - so collection starts the moment intake ends.
Built for joint returns
Spouses and co-owners get their own access to the same folder, so one household's documents land in one place.
Feeds the whole workflow
Organizer answers flow into collection, parsing, and workpapers - the front of your tax season runs as one system, not four tools.
Intake is step one. See how Paloma handles document collection without a portal and how the whole season runs on tax workflow software for CPA firms.
Common Questions
Book time with Abby
15 minutes. Watch a client finish the organizer on a phone and see the document checklist build automatically.
Pick a timePrefer to write first? Contact us about Smart Intake.