Custom Forms

Better
questions.
Better
beginnings.

Make the first step feel effortless. Create branded forms that bring client details and documents into one organized place.

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TAAX Pro  /  Form builder

New client intake

Let’s get to know your business.

Full name

Maria Johnson

How can we help?

Business tax preparation

Add a supporting document

Choose a file or drag it here
Illustrative form · Sample data
Create once. Use again.

A form for every first step.

Client intake

Start each relationship with the right details.

Client intake illustration

Document requests

Make it easy to send the files you need.

Document requests illustration

Feedback & surveys

Listen, learn and improve your service.

Feedback & surveys illustration
A form that fits

Build an intake that fits each client.

Start with questions from the shared pool, add your own, and guide clients through the details that matter for your service.

Start with a useful question

Choose preset questions, then add the details your practice needs.

Match the answer format

Combine written answers, multiple choice, dates and file uploads.

Show the relevant follow-up

Use conditional fields to ask for more detail when an answer calls for it.

Business intake · Client view

Do you own a business?

Shown when the client selects Yes

What type of business?

Sole proprietor

Add your income summary

Choose a supporting document

Illustrative form · Sample information
Your process, your form

Built around the way you work.

Make it yours

Brand colors, flexible fields and reusable templates.

Ask what matters

Conditional questions keep each form focused.

Collect the whole picture

Bring answers and uploaded files together.

Connected to TAAX Ai

Give the next conversation a head start.

Bring client context into focus with your TAAX Ai office copilot.

icon compass

TAAX Ai

Help me prepare for this client’s call.

A clearer starting point

Review the client’s business goals, check their documents and prepare your follow-up questions.

Illustrative TAAX Ai conversation
Custom Forms overview video
A quick look

See your next form take shape.

A short walkthrough of building and sharing a client form.

From answers to action

One submission. A connected office.

01  Share your form

Send a link or embed it on your website.

02  Keep records together

Connect answers to clients and documents.

03  Keep work moving

Create follow-ups and review submission reports.

After they hit submit

Keep every submission moving.

Bring answers, supporting files and follow-ups into one clear process, so your team knows what to review next.

Give clients a helpful nudge

App and email notifications, plus daily reminders, keep form requests visible.

Review the complete response

Open answers and attachments together, with details connected to client records.

Use the information beyond intake

View consolidated reports or export responses for further analysis.

Intake submissions

2 received · 1 awaiting response

Maria Johnson

Received · Business intake · 2 files Received · 2 files

David Lee

Awaiting response · New client intake Awaiting response

Sarah Brown

Received · Client update · 1 file Received · 1 file

Illustrative response overview · Sample information

Questions? We're here to help.

Yes. Add an upload field and choose the document types you need.

Clients receive app and email notifications, plus daily reminders.

Each form has a link you can send directly.

Save forms for different scenarios and use them again.

Use questions from the shared question pool or write your own.

Start with a better first impression.

Make your next client's first step a simple one.

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