Secure client portal Extendable workflows Approvals + audit trail

A premium intake + approval experience your clients trust.

Intake Nexus centralizes intake forms, secure document requests, review routing, multi-approvals, engagement letters, eSignatures, and activation — so prospects move forward without email chaos.

Book a Demo See the Workflow Trust-first. Client-friendly.
Smart DRLs + reminders
Standardized checklists with completion tracking.
Review routing + approvals
Require multiple approvals before sending ELs.
Engagement letters + eSign
Reduce delays and scope confusion.
Activation via API
Kickoff tasks, assignments, internal sync.
Intake Nexus • Onboarding Pipeline
Live visibility
48
New prospects
19
In review
12
Ready to send
TAX + CAS
Acme Holdings LLC
Missing: bank statements (2), payroll access
Needs info
1040
Jordan K.
Queued for partner approval
In review
WEALTH
Legacy Plan
Engagement letter signed
Signed
Replace this mock later with a real screenshot. Layout is built to feel “enterprise premium.”
Integrations
Fits your stack without forcing a rebuild.

Use native connectors or connect via API/webhooks. (Replace tiles with real logos later.)

Practice Mgmt
Tax Suite
Accounting
CRM
eSignature
Storage
Payments
SSO / MFA
Email
Calendar
API
Webhooks
Product

A complete prospect-to-client system — designed for trust.

Give clients one secure place for tasks, uploads, and signatures — while your team runs approvals, routing, templates, and activation behind the scenes.

View sample intake Start onboarding
Smart Intake Forms
Conditional questions and templates by service line to keep intake structured.
DRLs + Secure Uploads
Standardized document lists with completion tracking and reminders.
Review Routing
Assign to teams, add notes, request missing info, and keep ownership clear.
Multi-Approvals
Require multiple approvals before EL/proposal sends — with full audit trail.
Engagement Letters
Template-driven scope/terms and versioning to reduce friction and confusion.
Activation (API/Webhooks)
Sync status, create kickoff tasks, assign owners, and activate internal systems.
Role-based access Audit trail Multiple service lines Extendable modules
Workflow Builder

Design the exact flow your firm uses today — and extend it tomorrow.

Your attached flow is a foundation. Intake Nexus is built to expand: add steps, approvals, teams, and routing without rebuilding.

Workflow Builder • Prospect → Client Activation Click stages to preview
Future-proof: add new stages (e.g., “Risk Review”, “Tax Strategy Call”, “Entity Setup”, “Payment Required”) without breaking reporting.
Stage title
Stage subtitle
STAGE
Key actions
—
Controls
—
Live pipeline example
Reporting-ready
Activate downstream automation after approvals: kickoff tasks, team assignment, internal record creation, client welcome emails, etc.
Testimonials

A client experience that feels premium — and reduces follow-ups.

Swap with real firm quotes at launch. Layout + styling is ready to go.

4.9 average satisfaction Faster onboarding
“We finally stopped chasing documents.”
DRLs and reminders alone cut onboarding emails dramatically. Clients love one secure place to finish tasks.
MB
Managing Partner
Multi-office CPA firm
“Approvals fixed our bottlenecks.”
We set required approvals before engagement letters can go out. Everything is tracked with an audit trail.
SR
Director of Ops
Advisory + tax team
“Clients say it feels high-end.”
The portal experience is modern, clean, and secure — it elevates trust from the first interaction.
AL
Client Success Lead
CAS onboarding
Security

Built for sensitive financial documents.

Role-based permissions, audit trails, and secure storage patterns — designed for firms handling confidential financial and identity data.

Encryption
Protect data in transit and at rest with enterprise-grade patterns.
Role-based access
Control view/edit/approve/send across teams, offices, and service lines.
Audit trail
Track uploads, requests, approvals, sends, signatures, and activation steps.
SSO / MFA-ready
Support modern authentication patterns for multi-office environments.
Trust-first portal Compliance-friendly logs
Client permissions
Invite, restrict, and manage portal access cleanly.
Team routing
Route intake to Tax, CAS, Advisory, or Admin teams.
Approval gates
Require approvals before EL send, pricing, or activation.
Retention controls
Set retention policies per service line and document type.
Replace with your official compliance badges (SOC 2, etc.) when ready.
Pricing

Simple tiers — modular growth.

Start with intake + portal. Add approvals, EL templates, and automation as you expand.

Starter
Intake + portal
Core
$—
per month
  • Smart intake templates
  • DRLs + secure uploads
  • Client portal experience
  • Basic reminders
Get pricing
Growth
Approvals + ELs
Popular
$—
per month
  • Review routing
  • Multi-approval gates
  • Engagement letter templates
  • eSign tracking
  • Advanced reminders
Book demo
Scale
API + automation
Advanced
$—
per month
  • API + webhooks
  • Advanced permissions
  • Analytics + reporting
  • Priority support
Talk to sales
Ready to launch

Turn prospects into activated clients — faster.

We’ll map Intake Nexus to your workflow, show how approvals and templates reduce friction, and outline how to extend the flow as your service lines expand.

Request a demo
No spam. We’ll respond within 1 business day.
FAQ

Common questions from accounting and advisory firms

Short answers that remove friction from evaluation and buying.

Yes. Configure required approvals by team, service line, stage, or deal type. Every approval is logged for auditing.

It’s extendable. Add stages, routing rules, new teams, additional review gates, and automation without breaking reporting.

Yes. Use native connectors where available, or connect via API/webhooks to sync statuses, create kickoff tasks, and activate internal records.

Yes. Separate templates, DRLs, and pipelines per service line while keeping a unified client record and portal experience.