Every tax season, you spend countless hours reviewing prospects who turn out to be nightmare clients — late documents, unrealistic expectations, scope creep, and unpaid invoices.
What if you could filter them out before they ever reach your calendar?
No login required • See it working in 2 minutes
Every wrong-fit client costs you more than just time
On calls with prospects who aren't the right fit
Of projects exceed original scope due to poor screening
Lost to collections issues from unvetted clients
Tax season anxiety from nightmare client situations
The Procrastinator: Shows up April 10th with a shoebox of receipts expecting miracles
The Disappearing Act: Needs urgent help, then ghosts you for 3 weeks mid-return
The Price Haggler: Expects complex tax strategy for simple return prices
The Red Flag Factory: IRS letters, unfiled years, and "creative accounting" from the last preparer
The Never-Payer: Always has an excuse when the invoice is due
Tax Pre Flight lets you ask the right questions upfront — automatically flagging or declining prospects who show red flags, so you only talk to clients worth your expertise.
Fill your calendar with clients who pay on time and respect your expertise
Spend tax season with your family instead of chasing unresponsive clients
Stop dreading tax season. Work with clients you actually enjoy
No credit card required • No login needed to start
"Last tax season, I spent 10+ hours a week on calls that went nowhere. This year with Tax Pre Flight, I screened out 23 nightmare clients before they even got on my calendar. Game changer."
"The auto-decline feature alone paid for itself. I had a rule for unfiled years beyond 3 — automatically filtered out clients who would have been compliance nightmares."
"I actually enjoyed tax season for the first time in 15 years. No more dreading the phone ringing. Every client who got through was pre-qualified and ready."
Everything you need to filter, qualify, and accept only the clients worth your time
11 battle-tested starter questions plus unlimited custom ones. Ask about income sources, prior issues, payment preferences — before you invest time.
Set your non-negotiables. Clients with 5+ unfiled years? Auto-declined. Expecting $50 returns for complex situations? Gone before you see them.
Not every red flag means no. Flag IRS correspondence or prior audit history for manual review — you decide with full context.
All prospects in one clean inbox. Review their answers, see the flags, and accept or decline with a single click. No email ping-pong.
Send bulk invites with auto-reminders on Day 3 and Day 7. Stop manually following up with prospects who won't respond anyway.
Custom logo, colors, and messaging. Clients see a professional intake form — not some generic tool. First impressions matter.
No complex setup. No IT department needed. Just your rules, enforced automatically.
Pick from proven screening questions or create your own. Set what gets flagged vs. auto-declined.
Add to your website, email signature, or send direct invites. Every prospect goes through your filter first.
Bad clients are filtered out. You only see and decide on prospects worth your time.
No more nightmare clients. No more wasted hours. No more dreading the phone.
Take control of who gets your time and expertise.
2-minute demo • No login required • See your screening form live