The InQ Practice Suite
A comprehensive set of tools designed to handle everything from your front lobby to your final billing and professional calculations.
InQ Check-in
Our flagship intake and workflow system. Built to handle the high-volume pressure of tax season, InQ Check-in uses an Intelligent Profiling Engine to calculate return difficulty based on specific tax forms. It assigns a complexity score to every client, ensuring work is distributed effectively across your team.
Monitor your Work-In-Progress (WIP) in real-time, synchronize notes between the front desk and preparers, and never lose track of a physical file again.
InQ Notices
IRS, state, and local tax notices have a way of piling up - especially across a busy season with dozens of clients in some stage of resolution at once. InQ Notices gives your office one shared, organized view of every notice in play, instead of a stack of paper or a spreadsheet someone forgets to update.
Log a notice once, then track it from first contact to fully resolved - with the full history of what's been done, what's outstanding, and what's overdue, visible to your whole team.
- TRK Status Tracking: Move each notice through New, Replied, and Resolved so nothing falls through the cracks.
- LOG Activity Log: Timestamped notes capture every call, letter, and email tied to a notice, so anyone on your team can pick up where you left off.
- DUE Overdue Alerts: See at a glance which notices are past due, and by how many days, so urgent ones don't get buried.
- ASN Assignment & Filters: Filter by status or assignee to see exactly who's working on what.
No add-on fee — included with every plan.
InQ CRM & Client Portal
Currently in active development, our CRM module will bridge the gap between you and your clients. Featuring a Secure Client Portal, you can exchange documents, send organizers, and communicate through a centralized dashboard.
- AI AI Drafting: Generate professional client emails and status updates in seconds.
- INV Integrated Billing: Issue invoices, track payments, and manage firm-wide accounts receivable.
- DOC File Repository: A organized, folder-based system for permanent client tax records.
InQ Ledger
A simplified accounting solution built specifically for the needs of tax professionals. Say goodbye to the bloat and complexity of general-purpose accounting software.
Visit InQ Ledger →
Professional Tax Tools
Empower your firm with our collection of free professional resources. These calculators are designed to help you provide instant value to your clients and streamline your advisory services.
S-Corp Savings
Analyze self-employment tax benefits.
Penalty & Interest
Estimate IRS failure-to-file costs.
Price Comparison
Pro fees vs. Retail Tax chains.