CAS Firms · Client Intake
Client Intake System for CAS Firms
TQP configures client intake for cas firms as part of a connected customer system, not another unconfigured software subscription.
The operating problem
new inquiries reach staff without enough context
a done-for-you qualification, service-routing, readiness, and handoff system
The customer path
A clearer first mile.
The prospect answers only the questions needed to identify fit and the correct next step.
Collect
The intake can collect service needs, entity or household context, urgency, current systems, cleanup needs, and document readiness where approved.
Route
Requests move to the correct tax, bookkeeping, CAS, outsourced accounting, or advisory path.
Book
Only appropriate inquiries receive the matching consultation or follow-up option.
Follow up
Confirmations, reminders, and internal summaries keep the next step from depending on memory.
TQP configures
The operating layer.
TQP configures the approved website, records, workflows, integrations, messages, routing, reporting, and handoff behavior required for this system.
The firm controls
Professional judgment.
The firm controls services, qualification, professional judgment, approvals, permissions, exceptions, and customer commitments.
The system organizes context; the firm decides fit, scope, advice, and engagement.
Continue through the accounting authority