From Chaos to Complete Order
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.
See InQ Check-in in Action
Watch our full feature walkthrough and see how we handle the tax season rush.
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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.
- ✓ Export & Backup: Full CSV/PDF logging and JSON backups mean you always own your data.