Buy once. Instantly download the full AI Client Intake OS operator kit (PDF).

A staff-run workflow that turns messy new-client information into a structured onboarding process:
Intake → Requirements → Follow-up → Review → Ready-to-Work.

What you get after checkout:
• Master intake fields and completeness rules
• Document request matrix by service (bookkeeping, payroll, sales tax, 1040, 1120-S/1065, cleanup)
• Day 0–7 follow-up cadence and chase log
• Review checklist and Ready-to-Work ticket
• 7 copy-paste AI prompts (completeness, matrix, emails, partner summary)
• SOPs A–E so staff can run it without the owner
• 7-day implementation plan to install it in your firm

Not accounting software — an implementation-first system that works around the tools you already use.

One-time purchase. $19.