From Chaos to Complete Order
InQ is a connected practice suite built for tax pros by tax pros — from the moment a client checks in to the moment their invoice is paid. Browse the products above to see what each one does.
InQ Check-in
InQ Check-in isn't just a digital log; it's the nervous system of your tax practice. Built to survive the high-volume crunch, it manages every client touchpoint from drop-off to pickup.
Intelligent Return Profiling
Intake is where most practice errors begin. InQ Check-in eliminates guesswork with a dynamic profiling engine.
- ✓ Form-Based Difficulty: Assign weights to forms (W-2, Sch C, etc.) to automatically calculate return complexity.
- ✓ Smart Assignments: Match complex returns with your senior pros instantly based on the auto-calculated score.
- ✓ Physical File Tracking: Automatically generates "Assigned Numbers" to match your digital records with physical folders.
Never Lose a Return Again
Eliminate the "Where is my return?" phone call. With real-time status tracking, your front desk always has the answer.
- ✓ Live Log Tracking: See exactly who checked in, which office they are at, and which preparer is working on it.
- ✓ Multi-Location Pinning: Track traffic across multiple offices with unique device location pinning.
- ✓ Notes Synchronization: Share critical notes between the front desk and preparers instantly without leaving the app.
Staffing Insights That Save Money
InQ Check-in doesn't just store data; it analyzes it. Our staffing reports tell you when your office is busiest, allowing you to optimize your payroll.
Visualize busiest days and hours for both check-ins and check-outs.
Monitor Work-In-Progress across the firm grouped by return type.
Instantly identify clients who haven't returned this season for outreach.
Built for Professionals
From firm-wide security to data portability, InQ gives the owner total control over the practice.
- ✓ Advanced Security: CSRF protection and role-based access (Admin vs. User) ensure data stays safe.
- ✓ Custom Logos & Themes: Make the suite your own with office-specific branding and color themes.
- ✓ Automated Nightly Backups: Full CSV/PDF logging plus encrypted, automated backups running every night — nothing depends on anyone remembering to click a button.
InQ Portal
A secure client portal and full practice-management layer, built on top of everything Check-in already tracks. Your clients get one place to upload documents, message your team, and pay their bill — your staff get a real client CRM, not just a queue.
See InQ Portal in Action
Video walkthrough coming soon.
A Real Portal, Not Just an Inbox
Clients get their own branded login — no more emailing sensitive documents back and forth.
- ✓ Document Exchange: Clients upload directly, staff can mark any file internal-only so nothing gets shared by accident.
- ✓ Secure Messaging: A real conversation thread tied to each client's file, not a scattered email chain.
- ✓ Live Status & Organizer: Clients see exactly where their return stands and complete their intake organizer online.
E-Signature, Done Right
No printing, no scanning, no chasing down a signature in person — every document that needs one signs right inside the portal.
- ✓ Form 8879 with KBA: Remote e-signing for Form 8879 meets IRS identity-verification requirements with built-in Knowledge-Based Authentication (KBA) — no in-person visit required.
- ✓ Engagement Letters & 7216 Consent: Every other document signs in-app too, with a full attestation audit trail recorded on every signature.
- ✓ Pay & Sign, Together: Gate a client's signature behind their invoice being paid — one link, one flow, nothing falls through the cracks.
Invoicing That Runs Itself
Send an invoice, get paid online — or track exactly how a walk-in client paid in person. Either way, it's one system, not a spreadsheet on the side.
- ✓ Online Payments via Stripe: Clients pay by card straight from their invoice — the money goes directly to your own Stripe account, never through a middleman.
- ✓ Recurring Billing & Autopay: Bookkeeping and accounting clients get billed automatically on your schedule — monthly, quarterly, or custom.
- ✓ In-Person Payments: Mark an invoice paid by card, check, or cash, and print a clean receipt right from the app.
Built for More Than Just Tax Season
InQ Portal handles the parts of the practice that don't stop when April ends.
Track billable hours per client with a real start/stop timer and a full audit trail on edits.
Ask for a missing document once — automatic reminders chase it down until it's resolved.
Related clients, activity history, and every touchpoint tied to one client record.
InQ Notices
IRS and state notices are high-stakes and easy to lose track of in an inbox. InQ Notices gives every notice a home — from the moment it shows up to the moment it's resolved.
See InQ Notices in Action
Video walkthrough coming soon.
A Single Source of Truth for Every Notice
Log the agency, type, amount, and due date once — Notices tracks the rest.
- ✓ Client-Submitted Intake: Clients upload a notice themselves right from the portal with a guided step-by-step wizard.
- ✓ Automatic Due-Date Reminders: Assigned staff get notified before a response deadline, not after.
- ✓ Assignment & Ownership: Every notice has a clear owner from intake to resolution.
Reporting That Shows the Whole Picture
See exactly where notices are piling up, and how fast your firm actually resolves them.
Totals broken down by agency, notice type, and where each one stands.
See workload distribution across your team at a glance.
Know how long notices actually take to close, not just how many you have.
InQ Notify
The email system built specifically for tax season outreach — bring back lapsed clients, nudge the ones who haven't dropped off yet, and let the busywork send itself.
See InQ Notify in Action
Video walkthrough coming soon.
Reach the Right Clients, Automatically
No mailing list to manage by hand — Notify already knows who's who from your Check-in data.
- ✓ Smart Segments: One click to reach clients who haven't dropped off yet, or lapsed clients from last season.
- ✓ Branded Templates: Professional email templates ready to send, fully customizable to your firm.
- ✓ Scheduled Campaigns: Queue a send for the right moment instead of blasting everything at once.
Automations Tied Directly to Your Workflow
Notify plugs straight into InQ Portal's status changes — no separate tool to update by hand.
A return hitting "Ready to Sign" (or any status you choose) fires the right email automatically.
A small, automatic personal touch that keeps clients feeling remembered.
See what's actually landing and getting opened, not just what was sent.