TaxWallet

@taxwallet · Jun 11, 2026 · 1 min

30-second client intake: snap, sign, done

You don't need a clipboard. You don't need a form. You don't need a typewriter that beeps.

Open the dialer, point the camera at their license, hit submit. We've got the rest — name, address, SSN, DOB, all parsed and pre-filled into a draft return before the client even sits down.

👉 If you're still asking people to print intake forms in 2026, we need to talk.

30-second client intake: snap, sign, done
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