Client intake software for accounting firms
Launch fee-estimate and intake forms for tax returns, business accounting, SMSFs and advisory work without losing professional review controls.
Accounting fee estimates, tax-return intake forms, catch-up accounting reviews and advisory proposal workflows.
Individual and entity tax return intake. Catch-up accounting and SMSF scoping. Discovery-call and review-driven proposal wording
Template pack
Each industry pack includes intake forms, fee logic, FAQs, packages and public demo pages.
Business Accounting Fee Estimate
Business accounting, BAS, payroll, management-reporting and catch-up accounting enquiries.
Typical range: $900 to $8,500
Accounting PackCompany / Trust Tax Return Estimate
Company and trust tax-return work involving financial statements, distributions and related-entity review.
Typical range: $1,200 to $6,500
Accounting PackIndividual Tax Return Fee Estimate
Individual tax-return enquiries with rental property, sole-trader, capital-gains and crypto complexity.
Typical range: $180 to $1,850
Accounting PackSMSF Accounting Fee Estimate
SMSF annual accounts, pension-phase funds, property and LRBA complexity.
Typical range: $1,500 to $7,500
Why QEngine fits this industry
Give clients an indicative fee range while making it clear that final scope, documents and professional review still matter.
The customer problem
Accounting fee estimates, tax-return intake forms, catch-up accounting reviews and advisory proposal workflows.
How QEngine structures the enquiry
Individual Tax Return Fee Estimate, Business Accounting Fee Estimate, SMSF Accounting Fee Estimate
Example estimate range
$180 to $9,800
Why it saves time
Individual and entity tax return intake. Catch-up accounting and SMSF scoping. Discovery-call and review-driven proposal wording
Frequently asked questions
Common questions for accounting pack users.
Can QEngine replace tax advice?
No. QEngine captures scope and produces indicative fee ranges. Final advice and fees still require accountant review.
Can we scope messy books or overdue work?
Yes. Catch-up, BAS, bookkeeping and review-required logic can flag those enquiries for manual follow-up.