Tax Season Triage
How it works Outcomes Pricing Protect Your Next 10 Clients - $49 Log in
Stop the chaos before it starts

Stop Accepting Clients Who Will Destroy Your Tax Season

High-end retailers qualify buyers before they walk in. Your tax firm should too. Tax Season Triage creates a professional screening system that protects your capacity, sanity, and bottom line.

Screen out nightmare clients before they cost you $10,000 and 40 hours you'll never get back.

Protect Your Next 10 Clients - $49 See 2-Minute Demo
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Tax season starts in 6 weeks. Set up your gate now before the chaos hits.
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5-Minute Screening
Not a 45-minute intake call
START Client submits screening PRE-SCREENING Readiness + risk evaluation Scoring + thresholds ACCEPT Proceed to intake CONDITIONAL Clarify or pre-reqs REFER Route to partner
Upstream control, downstream calm.
The problem

Most firms aren't overloaded. They're overexposed.

Every tax season introduces the same risks: last-minute filers with shoeboxes of receipts, incomplete documentation, unresolved compliance issues, and engagements that quietly expand from "simple 1040" to 60-hour nightmares.

These clients don't just slow teams down. They compound pressure, increase liability, trigger extensions you didn't plan for, and consume capacity meant for your best clients.

One bad client costs you $10,000+ in lost time, missed opportunities, and stress. The problem isn't volume. It's uncontrolled access.

The reframe

Access to your firm is limited professional capacity.

Luxury retailers don't let everyone through the door. They qualify buyers first. Not to be elitist, but to protect staff capacity, inventory quality, and customer experience.

Tax Season Triage applies the same principle to tax firms.

This isn't about turning people away. It's about controlling when and how access is granted. Well-prepared clients pass the screening in 5 minutes and proceed without friction. Unprepared ones self-select out before wasting your time.

How it works

A 5-minute screening. Not a 45-minute intake call.

1. Clients complete a short screening

A qualification gate that runs 24/7. No phone tag. No scheduling headaches.

2. System scores readiness and risk

Complexity, compliance exposure, timelines, documentation status. Catches red flags you'd miss on a phone call.

3. You get a clear decision

Accept and proceed to intake. Conditional with specific requirements. Refer to a partner firm.

No portals filled. No staff time wasted. No awkward "we're not a good fit" conversations.
Why it's different

This sits upstream of everything else.

Most software helps you manage clients. Tax Season Triage stops bad clients before they cost you $10,000 and 40 hours you'll never get back.

It operates before portals, CRMs, workflows, and staff involvement. Before you've invested a single minute.

No duplication. No disruption. Just control over who gets access to your firm's limited capacity.

Outcomes

Control access. Protect capacity.

Without a qualification gate

  • March panic from clients who "forgot" to mention their LLC
  • Staff burnout from impossible deadlines
  • Liability stacking from undisclosed compliance issues
  • Regret engagements that destroy your April
  • Lost revenue from capacity consumed by nightmare clients

With Tax Season Triage

  • Predictable capacity (18-25% of leads screened out)
  • Defensible decisions backed by documented criteria
  • 12-15 hours saved per rejected client
  • Calmer seasons (67% reduction in regret engagements)
  • Clear authority with clients from day one

One bad client costs more than this system ever will.

Pricing

No free tier. No wasted time.

Choose the plan that matches how your firm operates.

Start Secure Checkout
Account provisioned within 2 hours. Gate live same day.
Use the email you want tied to admin access. You can add team members inside the app based on your plan.

Evaluation

$49 one-time
Test the system that saves $10K+ per bad client
Perfect for: Firms who've been burned before and want proof before committing
  • Qualify your next 10 leads
  • See exactly who you should reject
  • Core qualification framework
  • Standard client-facing messaging
$49 applies to first month if you upgrade within 7 days.
Test With 10 Clients - $49

Solo Firm

$199 / month
Protect your sanity and your schedule
What one nightmare client costs:
40+ hours of extra work: $4,000+
Missed deadlines & extensions: $500+
Stress & burnout: Priceless
  • 1 location or preparer
  • Unlimited screenings
  • Custom qualification rules
  • Automated accept/reject/refer decisions
  • Professional client messaging
This system pays for itself by stopping ONE bad engagement.
Protect My Firm - $199/mo

Firm — Most Popular

$549 / month
Consistency across your team without forcing everyone into one model
ROI Example: Reject 5 bad clients/month = 60+ hours saved = $6,000+ in recovered capacity
  • Up to 5 locations or preparers
  • Unlimited screenings
  • Custom qualification settings per preparer
  • Advanced routing options
  • Team performance insights
  • Priority support
Protect My Team - $549/mo

Enterprise

$999 / month
Autonomy within firm-wide policy
For firms serious about: Brand consistency, capacity protection, and data-driven client selection
  • Up to 10 locations or preparers
  • White-label branding options
  • Advanced customization & workflows
  • Dedicated success manager
  • API access for integrations
  • Custom reporting & analytics
Scale With Confidence - $999/mo
The "Saved From One Nightmare" Guarantee
Use Tax Season Triage for 30 days. If it doesn't prevent at least one regret engagement, we'll refund your money and pay you $50 for your time. We're that confident you'll catch someone who would have destroyed your April.
Cancel anytime. No contracts. Access updates immediately after payment.
Common Questions

Everything you need to know

Won't this make me look elitist or turn away good clients?
No. Well-prepared clients appreciate the structure and professionalism. They see it as a sign you value your expertise. Unprepared clients self-select out before wasting your time. You're not rejecting people—you're setting professional standards. The clients who complain about a 5-minute screening are exactly the ones who would have caused problems later.
I already screen clients on the phone. Why do I need this?
How many still slip through? How much time do you spend on those calls? How consistent are your criteria when you're tired or busy? This system works 24/7, never gets tired, never makes exceptions "just this once," and catches red flags you'd miss in conversation. Plus, it documents everything—no more "they said they had all their documents ready" disputes.
What if I need to customize the screening questions?
Solo and higher plans include full customization. Start with our proven templates (built from analyzing thousands of tax engagements), then adjust based on your firm's specific pain points. Want to screen for crypto transactions? Multi-state issues? Business complexity? You control the criteria.
What happens after I purchase?
Within 2 hours: Account provisioned and magic link sent to your email
Same day: Your gate goes live (15-minute optional setup guide included)
Within 24-48 hours: First screening results
You'll be rejecting bad clients by this time tomorrow.
Can I try it before committing to a monthly plan?
Yes. The $49 Evaluation plan lets you test the system on your next 10 leads. See exactly how it works, what gets caught, and whether it fits your workflow. If you upgrade to a monthly plan within 7 days, the $49 is credited to your first month.
Final word

Professional firms don't rely on instinct alone.

They rely on systems that enforce standards before pressure, deadlines, or emotion enter the picture.

Tax Season Triage is that system.

This is what firms adopt once they're done improvising and ready to protect what matters: their time, their team, and their sanity.

Protect Your Next 10 Clients - $49 Log in
127 firms protected their 2026 season. Join them before capacity fills.