Every W-2 filer with a $200 return clicks "Schedule a Consultation." So does every $50K advisory client. You can't tell them apart until you're 20 minutes into a call that never should have happened. This system scores every prospect on entity type, revenue, and complexity before they reach your desk.
Your contact form captures a name and an email. A $200 W-2 return and a $50K multi-entity advisory engagement arrive in the same inbox, with the same "I need help with my taxes." You don't know what you're walking into until you're already on the phone.
9 weighted questions capture entity type, revenue, complexity tier, current CPA relationship, primary need, timeline, and special circumstances. Advisory clients route to your calendar. Simple returns route to self-service or junior staff. You only meet people worth your hourly rate.
A single $10K+ advisory engagement — the kind this system is designed to surface and route to you — covers the entire cost of The Site. Everything after that is margin.
9 questions. Real-time scoring. Entity routing. Complexity classification. This is what your prospects experience — and what arrives in your inbox before you pick up the phone.
The intake qualifies them. The platform keeps them. Secure document vault, messaging, scheduling, payments, and e-signatures — all under your firm brand. No third-party login. No "powered by" someone else.
Launch Client Portal Experience →Opens fullscreen · Interactive walkthrough · 2 minutes
Each question carries a weight based on how much it reveals about the prospect's complexity and value. Entity type, revenue, and current situation are the three strongest signals. A sole proprietor with $40K revenue seeking compliance-only work scores very differently from an S-corp with $800K seeking advisory — and they route to different people at your firm.
The Platform tier includes a private client portal with document vault, secure upload, scheduling, payments, and e-signatures — the core features of TaxDome ($50–$67/user/mo) and Canopy ($150/mo + $32/user). At $300/mo it costs less than either, and you own the code underneath.
It works especially during tax season. When your phone is ringing off the hook and every inquiry looks the same, the intake system pre-qualifies and routes before you pick up. Advisory-qualified prospects hit your calendar immediately. Simple returns route to junior staff or self-service.
The AI chat educates and qualifies — it never gives tax advice. Client data flows to your email, not a third-party database. The Platform tier includes encrypted document upload compliant with FTC Safeguards Rule requirements. You own the code and the data.
Yes. Tier 1 and 2: every file delivered, host anywhere, no lock-in. Tier 3: you own the code, the monthly covers active service and portal infrastructure. If you leave, your website and intake system keep running.
A $1,000 engagement where we build a live preview of your CPA intake system at yourfirm.iecan.io within 7 business days. Your firm name, your service areas, your scoring criteria. 100% credited toward The Site or The Platform.
$1,000 Discovery Build. Live at yourfirm.iecan.io within 7 business days. One advisory client pays for the whole system.