Automate Tax Client Intake Workflow
Budget: $10 – $30 USD
Title:
Set Up Automated Tax Client Intake (ManyChat + Kommo + Zapier + Veryfi OCR)
About My Business:
I own a tax preparation company. We handle personal and business returns and offer refund advances. We get leads from Facebook Messenger ads and currently do intake plus document collection manually. I want to automate the whole client process so my team only has to enter the final data into CrossLink (tax software) and file returns.
What I Need Built:
An automated workflow:
1) ManyChat – Qualifies Facebook leads with several quick questions and sends them our Google intake form.
2)Google Forms → Kommo. Intake answers automatically create/update deals in Kommo CRM.
3)Clients send their tax documents via Messenger or Secure Link (Pipefile) – Clients upload W-2s, IDs, and other tax docs.
4)Veryfi OCR – Reads uploaded docs, checks quality, and extracts key info (wages, withholding, etc.) to a Google Sheet.
5)Kommo Updates – Pipeline stages move automatically (Intake Sent → Docs Requested → Docs in Review → Preparer Review → Quote Sent → Bank Info Received → E-Sign Sent → Filed).
6)Bank Info Request – After preparer enters refund quote in Kommo, system auto-sends secure form link for direct deposit details.
7)Preparer Task – When bank info is received, Kommo creates a task for the preparer to enter info into CrossLink and send e-sign.
8)Final Stage – Once signed, deal is marked as Filed.
Deliverables:
-Kommo pipeline + custom fields configured
-ManyChat flows (qualification, doc upload, secure upload alternative)
-Zapier automations connecting all tools (ManyChat, Google Forms, Pipefile/Jotform, Veryfi, Kommo)
-OCR data stored in Kommo Notes or Google Sheet for preparer to use
-End-to-end testing with sample client
Skills Needed:
-ManyChat bot building
-Kommo CRM setup
-Zapier automations (multi-step, filters, paths)
-Veryfi OCR integrationSecure forms (Pipefile)
Success Criteria:
Clients flow smoothly from Facebook ad → intake → doc upload → OCR check → quote → bank info → e-sign → filed without manual chasing. My staff only enters final data into CrossLink (tax software).
If you can do this, please send me examples of automations you’ve built with Zapier/ManyChat/CRMs.
Set Up Automated Tax Client Intake (ManyChat + Kommo + Zapier + Veryfi OCR)
About My Business:
I own a tax preparation company. We handle personal and business returns and offer refund advances. We get leads from Facebook Messenger ads and currently do intake plus document collection manually. I want to automate the whole client process so my team only has to enter the final data into CrossLink (tax software) and file returns.
What I Need Built:
An automated workflow:
1) ManyChat – Qualifies Facebook leads with several quick questions and sends them our Google intake form.
2)Google Forms → Kommo. Intake answers automatically create/update deals in Kommo CRM.
3)Clients send their tax documents via Messenger or Secure Link (Pipefile) – Clients upload W-2s, IDs, and other tax docs.
4)Veryfi OCR – Reads uploaded docs, checks quality, and extracts key info (wages, withholding, etc.) to a Google Sheet.
5)Kommo Updates – Pipeline stages move automatically (Intake Sent → Docs Requested → Docs in Review → Preparer Review → Quote Sent → Bank Info Received → E-Sign Sent → Filed).
6)Bank Info Request – After preparer enters refund quote in Kommo, system auto-sends secure form link for direct deposit details.
7)Preparer Task – When bank info is received, Kommo creates a task for the preparer to enter info into CrossLink and send e-sign.
8)Final Stage – Once signed, deal is marked as Filed.
Deliverables:
-Kommo pipeline + custom fields configured
-ManyChat flows (qualification, doc upload, secure upload alternative)
-Zapier automations connecting all tools (ManyChat, Google Forms, Pipefile/Jotform, Veryfi, Kommo)
-OCR data stored in Kommo Notes or Google Sheet for preparer to use
-End-to-end testing with sample client
Skills Needed:
-ManyChat bot building
-Kommo CRM setup
-Zapier automations (multi-step, filters, paths)
-Veryfi OCR integrationSecure forms (Pipefile)
Success Criteria:
Clients flow smoothly from Facebook ad → intake → doc upload → OCR check → quote → bank info → e-sign → filed without manual chasing. My staff only enters final data into CrossLink (tax software).
If you can do this, please send me examples of automations you’ve built with Zapier/ManyChat/CRMs.
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