Intake
From client request to prep-ready, automatically.
Send the organizer, stop chasing documents, and start prep with a clean binder. Marble classifies, extracts, and renames everything your clients upload.
- 1040, 1065, 1120-S
- Secure client portal
- AI-powered document processing
Overview
Everything a preparer needs, before prep begins
Client intake shouldn’t mean weeks of emails, static organizers, missing documents, and manually sorting files. Marble brings the entire process into one intelligent workflow—from the first request to an organized, engagement-ready set of documents.
Clients get a simple portal and personalized checklist. As documents arrive, Marble tracks what’s received, follows up on what’s missing, and automatically classifies, splits, extracts, and organizes every file. By the time intake is complete, your team is ready to start tax preparation—not document administration.
50+
Document types understood
1040, 1065, 1120-S
Individual & business engagements
SOC 2 Type II
Built for sensitive client data
Request & Collect
Get everything you need, without the chase.
Send clients one secure link to complete a questionnaire and upload documents against a checklist tailored to their engagement. Marble can generate request lists from prior-year documents, automatically tracks what’s received, and follows up on what’s missing.
Built-in AI helps clients answer questions when they get stuck, while giving your team visibility into where they needed help—so you can step in when professional guidance is needed.
Processing
Turn messy uploads into organized tax documents.
Every file clients upload is automatically classified, split, parsed, and renamed across 50+ supported document types. Marble catches duplicate uploads and tax-year mismatches, tracks documents against outstanding requests, and organizes everything into an engagement-ready binder—ready to review, download, or move into preparation.
Prepare
Start prep knowing what deserves your attention.
Review the information Marble extracted and use Marble Intelligence to analyze the intake before preparation begins. Ask questions across uploaded documents, investigate anomalies in financials, or understand what’s still outstanding—with answers informed by Marble’s underlying tax library. You get a clearer picture of the engagement while staying in control of what the analysis means and what happens next.
Everything you need to know about Marble
Marble is an AI-powered platform built for tax professionals and accounting firms. Research tax questions, manage client intake, analyze returns, and prepare tax work with intelligence and automation built into every step.
See what tax work looks like with Marble.
Start researching today or talk to our team about bringing Marble across your firm’s tax workflow.