One checklist per service
Make a "Self-assessment 2025/26" link and a "Limited company year-end" link. Each has its own questions, its own documents and its own public link, so a client only ever sees the list that applies to them.
For accounting & tax firms
Client onboarding and tax document collection, without the January inbox.
The same twelve documents from the same forty clients, every year. Intaky turns that into one checklist you send as a link, with reminders that go out on their own and a view of exactly who still owes what.
Free during the beta · No card needed
What a year-end actually looks like
- A client sends a photo of a P60 taken at an angle, then asks if you got it.
- Three bank statements out of twelve arrive. You have to work out which nine are missing before you can ask for them.
- A new client's proof of identity is in one thread, their engagement letter in another, and their signed authorisation nowhere yet.
- A junior spends the last week of January writing the same "just following up" email, by hand, sixty times.
The work is not the accounts. It is holding the thread between what you asked for, what has turned up and who you still need to chase — and Intaky is built to hold that thread instead of you.
The accounting & tax client onboarding template
A starter pack for personal tax clients and for companies, built around the year-end rather than around account opening. Every question and document request below can be renamed, removed or added to in the form builder, so a self-assessment checklist and a limited-company year-end can be two different links from the same workspace.
Questions in the template
- Tax detailsTax reference, residence, sources of income this year, allowances
- EngagementServices required, tax year, previous accountant, authority to act as agent and to request professional clearance
- Business details & accounting profileRegistration, year end, VAT and payroll status, headcount, current software
- Directors & ownersEach person’s details, identified separately
- DeclarationsCompleteness of records and agreement to engagement terms
Documents in the template
- ✓ Proof of identity & address Required
- ✓ Last year’s return or accounts If any
- ✓ Income evidence Payslips, P60s, dividends — several files
- ✓ Bank statements Every month of the year — one item
- ✓ VAT & payroll records, letter of authority Company
Accepts PDF, Word, Excel and photos up to 10 MB each. A document request can allow several files, so "all twelve statements" is one item, not twelve.
How it runs for a firm
Send it, then stop chasing
Give each link a due date and a reminder interval. Intaky emails the client every few days until they finish, only during working hours in your timezone, and stops after six nudges so a client who has gone quiet does not get spammed.
Accept, or send one thing back
When a statement covers one month instead of three, reject that one item with a note. Everything you already accepted stays locked. Then export the finished case as a PDF summary with the documents attached, for your file.
Questions firms ask
Can a client's spouse or business partner upload their own part?
Yes. For a company, invite each director or owner separately; each sees only their own sections and documents, and the person who started the application can see who has not finished. Individual applications are one person, one link.
Does it carry our firm's branding?
Your logo and colours, on your own subdomain, on every page the client sees.
Does it do the tax return?
No, and it does not try to. Intaky collects and reviews what your practice software needs. A webhook can push an approved case into your own systems, and the PDF export goes wherever your working papers live.
Try it on one client this week.
Build the checklist once. If the chasing stops, roll it out in January.
Contact usFree during the beta · No card needed