Practice-Defining Features
A detailed look at the powerful tools inside the InQ Tax suite, designed to enhance efficiency and client collaboration.
InQ Check-in Features
Streamline your internal front-office workflow.
Customizable Return Tracking
Monitor the status of every tax return from check-in to completion with a flexible, easy-to-use dashboard.
Multi-Office Support
Manage the workflow of multiple locations from a single, centralized system, ensuring consistency and visibility across your entire firm.
Return Difficulty Tracking
Assign a difficulty level to each return upon check-in, making it simple to delegate tasks to the right team members based on experience.
Analytics
The system tracks the days and times clients check in and out. This data can be used for staff scheduling, shifting business hours, and more.
InQ CRM Features
Elevate your client relationships and firm management.
Branded Client Portal
A secure, professional space for your clients to upload files, sign documents, and communicate with your firm.
Secure Document Management
Centralized, secure file storage. Easily request, receive, and organize client documents in one place.
Secure Communications
Communicate with clients securely within the portal, keeping sensitive conversations out of email inboxes.
eSignatures
Get engagement letters and other documents signed faster with built-in, legally binding eSignatures.
Invoice Tracking
Keep track of all client invoices in one place. Full invoicing functionality is coming soon through an integration with Stripe.