Our story
Tax prep that speaks your language.
Intaxion was born from the real, daily frustration small tax preparer offices face every season — and a decision to fix it.
The problem we saw
Every tax season, small preparers lose hours chasing clients for missing documents, repeating questions over text and WhatsApp, translating forms by hand, and stitching together a half-dozen tools just to get one return ready to file.
The big firms have portals. They have workflows. They have staff. But a two-person office serving a bilingual community? They get by on PDFs, phone calls, and sheer willpower. The tools that exist are either too expensive, too complex, or English-only.
We know this because we’ve seen it again and again — in industry forums, in Facebook groups for tax preparers, and in conversations with small-office preparers serving bilingual communities.
Where Intaxion comes from
Intaxion started as a focused response to a problem that kept showing up in preparer communities: small offices serving Spanish-speaking clients were stitching together expensive, English-only tools that weren’t designed for how they actually work.
Not another all-in-one platform. Not a generic CRM with tax branding bolted on. A focused, bilingual intake and document workflow system that does the one thing small offices struggle with most: getting complete, organized client information before the return even starts.
The product was shaped by research in preparer forums and online communities, and by conversations with working preparers who shared what their day actually looks like. The feedback was consistent: they didn’t want more software — they wanted fewer subscriptions, less chasing, and something their Spanish-speaking clients could actually use.
What we believe
Small tax offices shouldn’t need to spend $150 a month across five tools to do what one focused product can handle. Your clients shouldn’t have to struggle through an English-only portal when they think in Spanish. And you shouldn’t spend your evenings texting clients for the same W-2 you asked for last week.
We believe in narrow tools that do their job well. Intaxion handles bilingual intake, document collection, missing-item tracking, and preparer workflow — so small offices can consolidate the intake work that usually gets scattered across separate subscriptions.
Security from day one
Intaxion was designed with security in mind from day one. Every account requires multi-factor authentication, data is encrypted at rest and in transit, and admin actions are logged for audit. Our infrastructure runs on SOC 2 Type II certified providers (Vercel, Supabase, AWS) — Intaxion itself is working toward its own formal certifications as the company matures. Your clients’ data shouldn’t live in software built without these baseline controls; that’s the bar we hold ourselves to.
One workspace. Intake tools consolidated.
Keep your existing tax software. Intaxion brings intake, document collection, reminders, delivery, and compliance evidence into one bilingual workspace.
PDF & OCR tools
Supports: Adobe Acrobat — ~$23/mo
E-signatures
Supports: DocuSign — ~$20–40/mo
Client tracking
Supports: CRM suite — ~$25–50/mo
Email notifications
Supports: Mailchimp — ~$20/mo
Document storage
Supports: Separate cloud storage — ~$10–15/mo
Intake forms
Supports: Paper, WhatsApp, phone — hours of your time
Who Intaxion is for
Intaxion is built for small, independent tax preparer offices — especially those serving bilingual or Spanish-dominant communities. If you’re a solo preparer or a small team (1–10 staff), if your clients prefer Spanish, if you’re tired of paying for tools that don’t talk to each other, Intaxion was designed for you.
We’re not trying to be everything for everyone. We don’t do bookkeeping, payroll, or tax calculations. We do the intake and document workflow piece — the part that eats your time — and we do it in both languages, on mobile, from a single link you send your client.
Ready to see it in action?
Book a 15-minute demo and we’ll walk you through the full workflow — intake, documents, missing items, and preparer dashboard.
Founder is annual-only at $190/year · Limited to 15 founder offices · Lifetime base-price lock
Follow us: @IntaxionApp on all platforms