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Guided Intake Hub
Human-led intake or a shareable questionnaire link, both grounded in the known client record
Paul's Demo Ask

Start from the client you already know, ask the right tax questions, and either lead the intake live or send a simple link for the prospect to complete.

Known Client Context
  • ClientThomson Reuters Tax & Accounting
  • IndustryTax & Accounting Software
  • Primary ContactPaul Miller
  • Open Sessions0
Engagement Memory

Thomson Reuters Tax & Accounting is evaluating a commercialization layer for their advisory ecosystem. Primary domain expert: Paul Miller (Business By Design, co-creator of this platform). The #1 identified gap: proposal creation, pricing logic, scope definition, and change-order automation - all done manually by ~50,000 firms or through Ignition (adversarial relationship). Paul's exact framing: "Firms don't really know how to word what they're going to do, how they're going to do it, what's in scope, without scope." TR's buy pattern: prove first, pilot second, OEM/acquire only after revenue proof (SafeSend precedent: $600M for $60M revenue). Advisory Symposium June 2-4 is the natural showcase. Position as complement to Ready to Advise + Practice Forward, never as replacement.

Proposal Tracks This Intake Can Trigger
Tax Prep
Known tax context, intake cleanup, return-readiness, and a clear annual planning handoff.
Advisory
Branch from tax into cash flow, planning, owner strategy, or systems modernization.
Payroll
Evaluate payroll process, notices, and classification risk before quoting execution work.
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