1. Who are we building this for?
In a real deployment, this intake is tied to one tax office at a time using an office code in the link. Below is a safe, non-functional demo so you can walk through the motion.
Tax Pass™ demo · Client side
This is how Tax Pass™ feels when a client taps your intake link. They confirm who they are, answer a few questions, and upload ID & W-2 photos — all from their phone.
In a live rollout, this page runs on your domain, your logo, and your office code.
In a real deployment, this intake is tied to one tax office at a time using an office code in the link. Below is a safe, non-functional demo so you can walk through the motion.