Your capacity is a finite asset. Protect it.
Triage for Tax Season scores every prospect on a weighted system before they hit your intake calendar. Get an Accept, Conditional Review, or Refer result in minutes, not hours.
You're on hour two with a prospect whose prior returns are missing, who has crypto income they didn't mention in the intake email, and who needs to file by Friday. You already know how this ends. They'll be billed for twelve hours and take thirty-four. They'll block specialty slots in the exact two weeks you can't replace them. And the right client, the one who would have filled those hours at the correct rate, never gets the call.
That call should have ended before it started.
Tax season capacity is finite and non-renewable. The wrong client doesn't just cost you their fee. They cost you the hours you couldn't give to the right one.
TaxDome and Canopy assume the client is already accepted. They're built for the engagement, not the decision. TRIAGE is the layer in front. Built around a single principle: capacity is finite, and the decision to spend it deserves more than a gut check on a discovery call.
Junior staff dispatch the link. The model scores Exposure Risk and Readiness in two minutes. You see Accept, Conditional Review, or Refer. With the reasoning. Before the call.
Paste the TRIAGE link into your TaxDome, Canopy, or email workflow. Junior staff and VAs can dispatch it, the scoring isn't dependent on their judgment. The prospect completes 11 questions on their own time.
Exposure Risk scores entity complexity, unfiled years, IRS/state notice history, multi-state nexus, and income sources. Readiness scores documents, deadline pressure, and prior professional history. Silent inconsistency checks catch contradictions. Both normalize to a weighted 1.0 to 10.0 composite.
Accept, Conditional Review, or Refer, against your firm-configured thresholds, with policy overrides for foreign income or crypto. Each verdict ships with the right next action: a scheduling link, a conditional follow-up, or a referral handoff with a firm-branded message.
TRIAGE doesn't make tax season easier. It makes it yours, with the clients you chose, at the rates you priced, in the hours you can actually deliver.
Your capacity is a finite asset. Protect it.
The wrong client doesn't cost you their fee. They cost you the hours you couldn't give to the right one.
We're onboarding 50 firms ahead of the spring rush. The waitlist is reviewed weekly, a real person reads every application.
Up to thirty solo practices. Twelve months of TRIAGE at the founding rate, $49/month, locked in. That's $150 off the published base price, $1,800 in savings over year one. Then $149/month for life, grandfathered against future price increases.
Cohort participation is required for discount: 60 minutes of structured feedback every two weeks, and your anonymized intake history feeding the calibration loop. In return, you shape the scoring weights for your tier and lock the rate for renewal.