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 Portal
InQ Portal bridges the gap between you and your clients. A secure client portal for exchanging documents, an in-house e-sign flow for engagement letters and 8879s, a guided tax organizer your clients fill out themselves, and built-in invoicing and payment collection - all in one place.
- DOC Client Document Portal: Secure upload and exchange, organized and always accessible to your team.
- SIGN In-House E-Sign: Engagement letters, 7216 disclosures, and 8879s signed right in the portal.
- ORG Guided Tax Organizer: A step-by-step intake your clients complete themselves, before you ever open the file.
- INV Integrated Billing: Issue invoices, collect card payments, and track what's outstanding.
InQ Notices
Keep every IRS, state, and local tax notice organized in one place. InQ Notices tracks response deadlines, assigns notices to the right preparer, and gives you a clear picture of what's open, what's overdue, and what's been resolved.
Works great on its own, or as an add-on to InQ Check-in — invite your existing Front Desk and Preparer staff with the same shared login they already use.
InQ Notify
Automated client messaging and notifications, layered on top of the InQ product you already use. Keep clients in the loop without your staff manually sending every update.
Add-on only: InQ Notify isn't sold as a standalone product. It's bundled with InQ Check-in or InQ Portal.
InQ Ledger
A simplified accounting solution built for accountants doing bookkeeping for their own clients. Say goodbye to the bloat and complexity of general-purpose accounting software.
Visit inqledger.com
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.