Description:
Client intake is one of the biggest bottlenecks at accounting firms—and one of the easiest places to lose time, momentum, and sanity. In this course, you’ll follow two real-world intake journeys (Leena and Jimmy) to see how Smart Intake transforms client information gathering into a smooth, automated, and reliable process. From sending the first request to kicking off work with task templates, you’ll learn how to collect everything you need once, up front—and get your team working faster with far less manual effort.

Prerequisites:
None

Estimated Time:
30 minutes

Learning Objectives

By the end of this course, you will be able to:

• Explain how Smart Intake reduces delays and manual follow-ups

• Create and send AI-powered document checklists tailored to each client

• Set clear client expectations and deliver an organized intake experience

• Use Smart Intake to collect complete, work-ready information

• Move seamlessly from intake to execution using automated task templates