apraxo

First for tax & accounting firms

Client onboarding,
without the email chase.

Send one guided request. Give clients a clear path through it. See exactly what has arrived, what’s missing, and what needs your review.

Request pilot access See how it works

An invitation-based pilot for small tax and accounting firms.

apraxoCLIENT WORK
Illustrative workflow · tax intake
The email chaseWith Apraxo

WITH APRAXO · ONE CLEAR HANDOFF

Jordan’s intake, in one view.

Next steps visible
Client checklistJordan Smith
Progress4 of 7 complete
✓
About youAnswered
Done
↑
Upload your W-2Waiting for client
Next
Firm review queue2 new
□
Prior-year returnUploaded today
Review
□
Photo IDUploaded today
Review
✓
AnswersSaved with client
Received
ONE REQUEST ONE STATUS
  1. 01
    InviteSend one guided request to your client.
  2. 02
    CollectFiles and answers land in one checklist.
  3. 03
    ReviewSee what arrived and what needs attention.
  4. 04
    Ready to workStart with a complete, organized intake.

The handoff, made clear

Collect what’s missing.
Move work forward.

Apraxo brings the request, client progress, and firm review into one place, so your team can focus on the work instead of chasing it.

01

One clear request

Give every client a simple path for the files and answers your firm needs.

02

A live view of what is missing

See each item’s status without searching through inboxes or folders.

03

A calmer handoff

Your team can review incoming work and know when an intake is ready.

Apraxo four-piece document symbol
BUILT AROUND THE MISSING PIECE

Starting with tax firms

A focused first step for a bigger idea.

We’re starting with client onboarding for tax and accounting firms: guided requests, clear progress, and a simple review queue. The same approach can later support other practices that need to collect information from clients.

Join the pilot conversation

Invitation-based pilot

Spend less time asking twice.

Tell us about your firm and we’ll contact you about pilot access. We’ll learn how you collect client information today and show you the workflow we’re building.