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Intake Systems
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Professional Systems
Intake & Qualification Custom Website Builds Private Client Hub
AI Search
AI Search Setup — $1,000 AI Visibility Monitoring — $297–$497/mo
Pricing
The Page — $597–$1,497 The Site — $2,497–$5,997 The Platform — $4,497–$9,997 + $247–$497/mo
📞 1-877-354-3226 bene@iecantraining.com Contact Page AI Readiness Score
See It Live →
CPA / Tax Professional Intake System

Tax Season Is 4 Months Long.
Your Contact Form Works 0 of Them.

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. Advisory clients get your calendar. Simple returns get redirected.

Try the Live Demo → See the 3 Tiers
One-time price You own it No SaaS fees
LIVE TRY IT NOW
Score a Prospect in 30 Seconds
This is what your prospects experience.
3 questions. Instant clarity.
CLIENT QUALIFICATION 1 of 3
What type of tax or accounting service do you need?
Service type determines scoring criteria.
The Real Problem
Most CPA Firms Think This Is a Capacity Problem
Before · Typical Thinking
✗"We just need more clients."
✗"Tax season is just busy."
✗"We'll sort clients after onboarding."
✗"Our intake form works fine."
✗"We need to hire more staff."
After · System Thinking
→We were accepting every client who walked through the door — 40% were wrong-fit.
→We didn't have a capacity problem — we had a client quality problem.
→99% of accountants report burnout. The intake is the root cause.
→58-page tax organizers that nobody fills out.
→This fixed client selection before the engagement letter.
The difference isn't more capacity. It's better clients.
The IECAN Difference

Stop sorting through unqualified tax inquiries manually.

Our intake system scores every prospect by complexity, revenue potential, and service fit — so you spend your time on clients worth your expertise, not fielding basic questions.

"We were accepting every client. This showed us which ones were costing us money."
— Owner, 8-person tax and advisory firm (Southeast)
"Our realization rate was 60%. We were doing $250/hr work for $20/hr clients."
— Partner, mid-size CPA firm (200+ returns/year)
Three Ways to Start

Pick the Tier That Fits Your Firm.
One advisory client covers the entire investment.

The Page
$797
ONE-TIME · YOU OWN IT
  • Full 30-question scoring system
  • Tax complexity scoring
  • Branded to your firm
  • Instant email on every submission
  • Delivered as one HTML file
  • You or your web person installs
Request — $797
Most Popular
The Site
$3,497
ONE-TIME · YOU OWN IT
  • Everything in The Page
  • Custom scoring for your service tiers
  • Multi-partner routing by specialty
  • Full custom website built for you
  • Remote installation session
  • 4 updates included in Year 1
Year 2+: $147/mo or $1,497/yr
Request — $3,497
Full Platform
The Platform
$5,997
SETUP · THEN $297/MONTH
  • Everything in The Site
  • Branded Private Client Hub with login
  • Document vault + compliance archive
  • Messaging, payments, scheduling
  • E-signatures + AI chat
  • Replaces $323+/mo in SaaS tools
  • Your domain. Your brand. Zero vendor marks.
  • Ongoing support and hosting
Request — $5,997 + $297/mo
"TaxDome handles workflow but it doesn't qualify clients. This does."
— Owner, solo tax practice (high-net-worth focus)
Modern professional office
Professional team
Built by a real team. Supported by a real person.
IECAN Training — Rathdrum, Idaho. Priority support means you call or text a human, not a chatbot.
1-877-35IECAN
FAQ

Quick Answers.
Then Try the Demo.

Works with my tax software? ▼
Scored summary email per submission. Forward to Canopy, TaxDome, Karbon, or any CRM. Direct integrations at Tier 2+.
Will it filter out basic W-2 returns? ▼
Yes. Low-complexity individuals get redirected. Advisory and business prospects get your calendar.
Compatible with my existing site? ▼
Single HTML file. WordPress, Squarespace, Wix, custom — any site. Installs in 30 minutes.
Monthly fees? ▼
Tier 1 and 2: none. Tier 3 includes hosting at $297/month.
What does "you own it" mean? ▼
Perpetual license. No subscriptions. IECAN retains IP. You may not resell without agreement.
Professional business partnership
TIER 3 THE PRIVATE CLIENT HUB
Your Clients Deserve Better Than a Shared Folder.
Replace 4-5 tools with one branded platform.

Your clients currently interact with 4-5 disconnected systems — TaxDome + SmartVault + scheduling + email. That costs you $323+/month and gives your clients a fragmented experience with someone else's logo on every screen.

📁
Document Vault
Encrypted. Categorized. No email attachments.
💬
Secure Messaging
HIPAA/SOC2 ready. Replaces text and email.
✍️
E-Signatures
Built in. No DocuSign. No extra cost.
You're currently paying
$323+/mo
→
Replace everything with
$297/mo
What Your Clients Actually See.
This is the live interface. Click the tabs.
hub.clearviewtax.com
Clearview Tax & Advisory
Client Portal
Tax Year 2025 — Johnson Family
● In Progress
Status
In Progress
Docs
8/12
Est. Refund
$4,280
Deadline
Apr 15
"We didn't need another portal. We needed intake that actually works."
— Partner, 5-CPA firm (tax + advisory, Midwest)
Tier 1 and 2 clients see none of this.
Every feature above is exclusive to The Platform. Your competitors are already using tools like these — just not branded to your firm.
▶ SEE THE FULL PRIVATE CLIENT HUB — 9 FEATURES
Mountain sunrise landscape
"Clients stopped asking where to send documents. The system handles it."
— Owner, 3-person tax firm (small business specialty)
Ready to Start

Submit Your Order.
We'll Follow Up Same Day.

Pick your tier. We'll confirm your order, answer any questions, and send a secure payment link. No pressure. No auto-charges.

Questions first? Email bene@iecantraining.com directly.