Question 1

What is Auditable Intake?

Accepted Answer

Auditable Intake is a compliance-first tax intake platform that helps tax firms qualify clients before collecting sensitive PII like SSNs and bank information. It provides safe public intake forms, engagement tracking, secure document upload, and audit evidence generation.

Question 2

Does Auditable Intake replace TaxDome or Canopy?

Accepted Answer

No. Auditable Intake sits before your existing practice management software. It handles the risky part — public intake and secure onboarding — and routes accepted clients into your existing system via CRM webhooks.

Question 3

Why should tax firms not collect SSNs in public intake forms?

Accepted Answer

Collecting SSNs through public forms creates compliance risk before the firm even accepts the client. If the client is rejected, the firm still possesses their SSN and must protect, retain, and eventually destroy it. Auditable Intake collects zero regulated PII in public intake and only requests sensitive data after engagement through a secure workflow.

Question 4

Is Auditable Intake SOC 2 compliant?

Accepted Answer

Auditable Intake is built with SOC 2-ready controls including data minimization, least-privilege access, encrypted storage, immutable audit logging, and retention controls. It supports your firm's WISP and compliance program.

Question 5

How does the secure upload work?

Accepted Answer

After the client accepts the engagement letter, they receive a secure upload link verified by a one-time password sent to their email. Files are encrypted at rest, access is logged, and links expire after a configurable period.