Every tax season, you spend countless hours reviewing prospects who turn out to be nightmare clients — late documents, unrealistic expectations, scope creep, and unpaid invoices.
What if you could filter them out before they ever reach your calendar?
No login required • See it working in 2 minutes
Every wrong-fit client costs you more than just time
On calls with prospects who aren't the right fit
Of projects exceed original scope due to poor screening
Lost to collections issues from unvetted clients
Tax season anxiety from nightmare client situations
Your prospects see a clean, branded form. You see instant insights and red flags.
The Procrastinator: Shows up April 10th with a shoebox of receipts expecting miracles
The Disappearing Act: Needs urgent help, then ghosts you for 3 weeks mid-return
The Price Haggler: Expects complex tax strategy for simple return prices
The Red Flag Factory: IRS letters, unfiled years, and "creative accounting" from the last preparer
The Never-Payer: Always has an excuse when the invoice is due
Screen My Clients lets you ask the right questions upfront — automatically flagging or declining prospects who show red flags, so you only talk to clients worth your expertise.
Fill your calendar with clients who pay on time and respect your expertise
Spend tax season with your family instead of chasing unresponsive clients
Stop dreading tax season. Work with clients you actually enjoy
No credit card required • No login needed to start
"Last tax season, I spent 10+ hours a week on calls that went nowhere. This year with Screen My Clients, I screened out 23 nightmare clients before they even got on my calendar. Game changer."
"The auto-decline feature alone paid for itself. I had a rule for unfiled years beyond 3 — automatically filtered out clients who would have been compliance nightmares."
"I actually enjoyed tax season for the first time in 15 years. No more dreading the phone ringing. Every client who got through was pre-qualified and ready."
Everything you need to filter, qualify, and accept only the clients worth your time
11 battle-tested starter questions plus unlimited custom ones. Ask about income sources, prior issues, payment preferences — before you invest time.
Set your non-negotiables. Clients with 5+ unfiled years? Auto-declined. Expecting $50 returns for complex situations? Gone before you see them.
Not every red flag means no. Flag IRS correspondence or prior audit history for manual review — you decide with full context.
All prospects in one clean inbox. Review their answers, see the flags, and accept or decline with a single click. No email ping-pong.
Send bulk invites with auto-reminders on Day 3 and Day 7. Stop manually following up with prospects who won't respond anyway.
Custom logo, colors, and messaging. Clients see a professional intake form — not some generic tool. First impressions matter.
We've lived through the nightmare clients, the 80-hour weeks, and the burnout. We built this tool because we wished it existed when we needed it most.
Now we want you to experience it — completely free — when you need it most.
Full access. Every feature. No credit card required.
Setup takes 10 minutes • Start screening prospects today
Because we know if you use Screen My Clients through one tax season, you'll never go back to the old way. We're betting on our product — and on the relief you'll feel when you stop wasting hours on wrong-fit clients. After April 15, you can decide if it's worth continuing. No pressure, no tricks.
No complex setup. No IT department needed. Just your rules, enforced automatically.
Pick from proven screening questions or create your own. Set what gets flagged vs. auto-declined.
Add to your website, email signature, or send direct invites. Every prospect goes through your filter first.
Bad clients are filtered out. You only see and decide on prospects worth your time.
Everything you need to know before getting started
They see a professional, customizable message explaining that your practice isn't the right fit for their needs. You can suggest alternative resources or leave it simple. They never know the specific reason — just that you're not taking on their type of case.
Screen My Clients works as a standalone intake tool. You share a simple link on your website, email signature, or send directly to prospects. When you accept a client, you'll have all their screening answers to manually add to your existing system — no complex integrations to set up.
We take security seriously. All data is encrypted in transit and at rest. Importantly, our screening questions are designed to assess fit — not collect sensitive tax documents or SSNs. You control what questions you ask. We never share or sell any data.
Absolutely. We provide 11 proven starter questions based on what experienced tax pros ask, but you can add, remove, or modify any question. Create multiple choice, yes/no, or open text questions. You can also set which answers trigger flags or auto-declines.
All submissions — including auto-declined ones — are stored in your dashboard for 90 days. You can review any declined prospect and manually accept them if circumstances change. You're always in control.
You get a unique link (like yourfirm.screenmyclients.com) that you can share anywhere — your website, email signature, social media, or send directly via email invites. The form is mobile-friendly so prospects can complete it on any device.
Yes, no contracts or long-term commitments. Cancel from your account settings anytime. Your data remains accessible for 30 days after cancellation so you can export what you need.
Still have questions?
support@taxclaritylab.comScreen My Clients was born from frustration. After years of taking on clients who turned into collection nightmares, scope-creep disasters, and stress-inducing relationships, we asked: "Why isn't there a simple way to screen out the bad fits before they waste everyone's time?"
So we built it. Today, Screen My Clients helps hundreds of tax professionals protect their most valuable asset — their time — while building practices filled with clients they actually enjoy working with.
No more nightmare clients. No more wasted hours. No more dreading the phone.
Take control of who gets your time and expertise.
2-minute demo • No login required • See your screening form live