Client intake, tax portals and document uploads from one office scan
Accounting firms link lobby signage and tax season mailers to client intake forms, secure document portals and appointment booking — update deadlines and forms without reprinting.
Why teams choose QRbanner
- Tax season intake before appointments
- Secure document upload portals
- Deadline reminder promo swaps
- Per-partner referral tracking
Platform features for accounting firm qr
- Password-protected client portals
- Team folders per practice area
- Webhook to practice management software
- Geofence and schedule routing on every plan
- Scan analytics with export and webhooks
- Custom scan domain (scan.yourbrand.com)
- Print-ready banner export with your branding
How it works
Step 1
Place in lobby and mailers
Desk tent, tax envelopes and year-end postcards.
Step 2
Link intake or portal
New client form, document upload or booking page.
Step 3
Update for tax season
Deadline pages and checklist URLs without reprinting.
FAQ
- Can partners have personal QR codes?
- Yes. Create codes per partner and route leads to the right intake form automatically.