Soraban
No pricing page found
Tax practice client intake, document collection and workflow.
Checked Oct 15, 2026 DetailsVisit Soraban ↗
Intake forms & lead intake for CPA firms & consultants
We list 2 intake forms & lead intake for CPA firms & consultants, each checked on the vendor's own site. 1 publish a starting price; the lowest we found is $0 (free to start), from Smith.ai (vendor page: “Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)”).
Updated Oct 15, 2026
Featured · paid placements are labeled “Ad”
Sponsor this page| Tool | What it does | Entry price | Checked on |
|---|---|---|---|
| Soraban | Tax practice client intake, document collection and workflow. | Contact for pricing* | Oct 15, 2026 |
| Smith.ai | AI and human virtual receptionists that answer calls, chats and qualify leads. | Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls) | Oct 15, 2026 |
* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.
Smith.ai
Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)Free tier
AI and human virtual receptionists that answer calls, chats and qualify leads.
Checked Oct 15, 2026 DetailsVisit Smith.ai ↗
Also works for any business
General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.
Acuity Scheduling
Starter $16/mo annual ($20 monthly); Standard $27 ($34); 7-day trial
Appointment scheduling with intake forms and payments.
Checked Oct 15, 2026 DetailsVisit Acuity Scheduling ↗
Chatbase
Hobby $32/mo billed yearly ($40 monthly)
Build AI chatbots trained on your own content.
Checked Oct 15, 2026 DetailsVisit Chatbase ↗
Crisp
Mini $45/mo per workspace; Essentials $95/mo; free plan features referenced
Customer messaging platform with chatbot and shared inbox.
Checked Oct 15, 2026 DetailsVisit Crisp ↗
CustomGPT.ai
Standard $99/mo; Premium $499/mo; 7-day trial
No-code custom AI agents trained on business content.
Checked Oct 15, 2026 DetailsVisit CustomGPT.ai ↗
Fillout
Free forever; Starter $15/mo annualFree tier
Form builder with integrations.
Checked Oct 15, 2026 DetailsVisit Fillout ↗
Intercom
Helpdesk $19/seat/mo + Fin AI Agent $0.99/outcome; Advanced $85/seat
AI customer service agent and helpdesk.
Checked Oct 15, 2026 DetailsVisit Intercom ↗
Jotform
Free plan; paid prices not in snapshot textFree tier
Online forms, including HIPAA-ready forms and AI agents.
Checked Oct 15, 2026 DetailsVisit Jotform ↗
LiveChat
Essential $19/user/mo billed annually
Live chat software for websites.
Checked Oct 15, 2026 DetailsVisit LiveChat ↗
Paperform
Free forever plan; paid tiers availableFree tier
Form builder with payments and booking.
Checked Oct 15, 2026 DetailsVisit Paperform ↗
Tally
Free; Pro $24/mo; Business $74/moFree tier
Free form builder.
Checked Oct 15, 2026 DetailsVisit Tally ↗
Tidio
Starter $24.17/mo (100 conversations); Growth from $49.17; 7-day trial
Live chat and AI chatbot for websites.
Checked Oct 15, 2026 DetailsVisit Tidio ↗
Typeform
Paid plans; one plan shown at $266/mo after 14-day trial; base tier not clearly parsed
Conversational forms and surveys.
Checked Oct 15, 2026 DetailsVisit Typeform ↗
FAQ
What intake forms & lead intake work for CPA firms & consultants?
2 tools on this page, including Soraban, Smith.ai. Each was checked against the vendor's site, most recently on Oct 15, 2026.
Which intake forms & lead intake for CPA firms & consultants publish their prices?
1 of 2: Smith.ai (Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)). The rest ask you to contact sales or book a demo.
Is there a free option?
The vendor sites for Smith.ai state a free tier or free plan as of our last check.
Want it set up for you? Capital Edge does done-for-you setups for DFW businesses.
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