📧 STEP 1 — EmailJS (Free email delivery)

1. Go to emailjs.com → Sign Up (free — 200 emails/month)
2. Click Add New Service → choose Gmail → connect [email protected]
3. Copy your Service ID (looks like service_xxxxxx)
4. Go to Email Templates → Create Template → paste this subject: New Tax Intake: {{client_name}} and body: {{summary_html}}
5. Copy your Template ID (looks like template_xxxxxx)
6. Go to Account → API Keys → copy your Public Key
7. Paste all three values below:

📊 STEP 2 — Airtable (Free client database)

1. Go to airtable.com → Sign Up (free — no credit card needed)
2. Click + Add a base → name it Tax Clients 2025 → Start from scratch
3. Your base will have a default table — rename it Clients
4. The intake bot will automatically create all the fields when it first submits
5. Go to airtable.com/create/tokens → Create Token
6. Name it Tax Bot, Scope: data.records:write, Access: your base → Generate
7. Copy the token (starts with pat...) and your Base ID from the URL: airtable.com/YOUR_BASE_ID/...

📋 STEP 3 — Google Form (Secure document uploads)

1. Go to forms.google.com → click Blank form
2. Title it: GMA Expert Accounting — Document Upload
3. Click the + to add a question → change type to File upload
4. Set allowed file types to PDF, JPG/PNG and increase max file size to 10MB or more
5. Optionally add a short text question: "Your full name" so you know who uploaded
6. Click the Send button (paper plane icon) → copy the link
7. Paste the link below — clients will only see this form, never your Drive

✅ STEP 4 — Test & Share with Clients

Once all three steps above are configured, fill out the form yourself and submit — you should receive an email and see a row appear in Airtable within seconds. Then share this HTML file with clients by email or put it on a USB drive or your website.