Client intake
Guide each client through a clear, structured set of questions, choices, information requests, and document requests.
A solution from Axia Ops
Client intake and request management for tax and accounting firms.
Axia Flow gives firms one focused place to guide clients through intake, collect documents and information, manage follow-up, see what is still missing, and move completed work cleanly into preparation and delivery.
What Axia Flow helps manage
Request lists
Organize exactly what is needed and make outstanding items easy to understand.
Document collection
Collect and track incoming documents without inbox and file-folder chaos.
Reminders + communication
Keep follow-up tied to the requests and context that actually matter.
Status visibility
See progress, missing items, and blockers across active client intake.
Handoff readiness
Know when intake is complete enough to move cleanly into tax preparation or other delivery work.
Built around the intake problem
Tax and accounting firms often have capable tax, engagement, billing, and storage systems but still lose time upstream: clients miss steps, documents arrive in pieces, reminders become manual, and staff lack a clear picture of what is outstanding. Axia Flow focuses on that intake and request-management gap instead of trying to replace the rest of the firm’s stack.
Client experience
- Clear next-step guidance
- Simple responses and document submission
- Timely reminder prompts
- Visibility into status and missing items
Firm workflow
- Tailor intake before sending it
- Track progress across clients
- Surface missing items early
- Keep intake-to-preparation handoffs clean
Where Axia Flow fits
Front office
CRM, website, inbox, scheduling
Axia Flow
Client intake, requests, documents, communication, reminders, status, handoff
Backend systems
Engagement, billing, tax preparation, delivery, storage
Best for
- Tax and accounting firms with painful intake follow-up
- Teams needing better client communication during intake
- Firms with specialized backend tools they want to keep
- Teams needing visibility from request to handoff
Not ideal for
- Firms wanting one suite to replace everything
- Teams only needing a simple file portal
- Teams only seeking internal task management
Early access before the 2027 tax season
We are building and testing Axia Flow now with the goal of getting firms operational before tax-season workflows are locked in. Early users will help shape the product around real client intake rather than hypothetical feature lists.
Alternatives and comparisons
Axia Flow is often compared to organizer tools, suites, and manual stacks. See the alternatives hub for honest side-by-side guidance.
Open alternatives hub →Join the Flow pilot
Get early-access updates or start a conversation about using Axia Flow with real client intake before the 2027 tax season.