--- title: "From first inquiry to a prepared conversation." description: "CPA client intake system for accounting firms: qualify fit, route by service and visitor type, protect calendars and hand a prepared file to the right person." url: "https://www.thequietprotocol.com/client-intake-systems/cpa-firms" --- # Client intake systems for CPA and accounting firms From first inquiry to a prepared conversation. A CPA client intake system is the path between someone deciding they need an accountant and the right person at your firm having enough context to make the next step useful. The Quiet Protocol designs and installs that path: service selection, minimum-question intake, qualification, routing, protected calendars, confirmations, reminders, preparation and platform access. The firm owns the decision and follow-up that follows. Intake is not a contact form and not a booking link. It is the set of decisions your firm makes about an inquiry before a person spends time on it. [Experience the live CPA intake system](https://cpaportal.thequietprotocol.com/) See how routing decides [Book a call](https://go.thequietprotocol.com/widget/booking/76tpXxraVWT2SsQlg2NX) A structured conversation, not a proposal. It costs nothing. 1. 01 Select The visitor names the service and the situation. 2. 02 Ask Only the questions that change the route. 3. 03 Qualify Your criteria, applied the same way every time. 4. 04 Route Book, hold for review, resource, or alternative. 5. 05 Prepare A file the professional can actually use. 6. 06 Confirm and remind Before the meeting, on your timing, not on memory. The gap this closes ## Two sentences, and everything that has to happen between them. On one side, a business owner decides they need an accountant. On the other, a manager or partner opens a file and knows what this is. Everything in between is intake. Without a designed path, it falls to whoever reads the message first. 1. The work in between Done by hand Done by the system 2. 01 Work out what they are asking for By hand Read the message, guess the service, sometimes email back to ask. By the system The visitor selects the service before they write anything. 3. 02 Find out if it is a fit By hand A qualifying call, usually with someone senior, usually unbilled. By the system The few questions that change fit are asked at the door. 4. 03 Decide who should handle it By hand Forward it, or handle it yourself because forwarding takes longer. By the system A routing rule your firm wrote, applied the same way every time. 5. 04 Decide whether it should reach a calendar By hand Judgment, if the person reading it has time to exercise judgment. By the system Book, hold for review, route to a resource, or offer an alternative. 6. 05 Get a time agreed By hand Three emails offering times, one reschedule, one reminder. By the system The right calendar, with the right duration and buffer, self-served. 7. 06 Make the meeting worth having By hand Ask the basics again at the start of the call. By the system A prepared file, in front of the professional, before they join. None of that is professional work. All of it currently sits on professional time. Put your firm's numbers against it. [Run the CPA Client Intake Diagnostic](https://www.thequietprotocol.com/calculators/cpa-client-intake-revenue-leak) Who is at the door ## The first question decides the rest of the path. Before a service, before a calendar, before anything else: which of three people is this? Our field guide is blunt about it. Send all three through the same door and that is where the friction starts. ### New prospect Which service is this about? #### Then it asks - Entity or client type - The deadline or trigger that brought them here now - Whether records are current - Who referred them, if anyone - **Route**: Qualify against your criteria, then book, hold, resource or alternative. - **Calendar**: Service-specific, with the duration and buffer that service needs. Common mistake Asking for financial detail before the firm has offered anything. ### Existing client Are you already a client? #### Then it asks - Is this documents, a question, a payment, or a meeting? - The single detail the right person needs to answer it - **Route**: Portal, an asynchronous request path, or a purpose-specific meeting. - **Calendar**: Only when a meeting is genuinely the answer, and never the new-business calendar. Common mistake Running a client of nine years through new-client qualification. ### Professional referral Who sent you? #### Then it asks - What the referral was for - Whether the referrer should be kept informed - **Route**: Capture the introduction, acknowledge the referrer, hold for review, set an expectation. - **Calendar**: Protected. The referral reaches a reviewer quickly without auto-consuming a partner slot. Common mistake Treating borrowed trust as traffic, and never recording that it happened. Three paths, one website. The visitor picks in a single click, and everything downstream changes. Minimum-question intake ## Ask only what changes the route. Every question you add costs completions. Every question you leave out costs a phone call. The test from our guide settles most arguments about it in one line. Keep the question If the answer changes fit, urgency, owner, preparation or next step. Remove the question If it only satisfies curiosity. ### Questions that earn their place - **Which service are you seeking?**: Changes Everything. Route, questions, calendar, owner. - **What entity or client type is involved?**: Changes Fit, complexity and who is qualified to handle it. - **What deadline or trigger brought you here?**: Changes Urgency, and whether a calendar should be offered at all. - **Are records current?**: Changes Whether this is scoping work or a straightforward engagement. - **Who referred you?**: Changes The door, the acknowledgment and the speed of review. ### Questions to cut - **Annual revenue, to the dollar**: A band changes the route. A precise figure only changes how uncomfortable the form feels. - **Upload your last three years of returns**: Sensitive records belong in your approved secure process, after a person is involved. - **How did you hear about us? (twelve options)**: Useful to marketing, invisible to routing. Ask it later, or infer it. - **Describe your situation in detail**: The prospect writes a paragraph nobody reads, and still gets asked the same questions on the call. The goal is not to complete discovery online. It is to make the next human step more useful. Intake routing simulator ## Pick a scenario. Watch the routing slip fill in. Five illustrative scenarios, each showing what an intake system decides and what it deliberately leaves to a person. These are patterns, not universal CPA-firm policy. Your firm writes its own rules, and this is what they would look like once written down. Routing slip ### Business tax advisory Book now A new prospect running an incorporated business, asking about corporate tax with a filing deadline in nine weeks. Read In scope, in season, and the timing is workable. #### What changes the route - Entity type - Revenue band - Filing deadline - Whether the books are closed #### What we need now - Entity type - Year end and deadline - Who prepared the prior year - Preferred contact method #### What we do not need yet - Financial statements - Prior-year returns - Bank or payroll access - Anything the firm cannot act on before a person is involved #### Next step Holds a scoping conversation on the corporate tax calendar with the right duration, a buffer, and preparation instructions attached to the confirmation. #### Calendar treatment Corporate tax scoping, 30 minutes, manager or partner depending on the band your firm sets. #### What the human decides - Whether the firm takes the engagement - Scope and fee - Any tax position - Conflicts Illustrative pattern. Your firm sets the criteria, the outcomes and the owners. Routing slip ### Cleanup and catch-up Hold for review A new prospect two years behind, with a notice in hand and an accounting file nobody has reconciled. Read Potentially valuable, impossible to scope from a form. #### What changes the route - How far behind, in months or years - Software and access - Whether filings are outstanding - What triggered the call #### What we need now - Years behind - Accounting software in use - Whether filings are outstanding - What prompted the call now #### What we do not need yet - A fixed scope - A price - Access to the books - Any estimate of hours #### Next step Creates a complete record for a named reviewer, tells the prospect a person is reading it and when to expect a reply, and confirms nothing the firm has not agreed to. #### Calendar treatment None offered yet. A diagnostic conversation is scheduled after the reviewer reads it. #### What the human decides - Whether the cleanup is feasible - How it is scoped and priced - Whether filings need a specialist - Acceptance Illustrative pattern. Your firm sets the criteria, the outcomes and the owners. Routing slip ### Client accounting services Route to discovery A business owner asking for monthly reporting and someone to own the finance function, currently running on a bookkeeper and a spreadsheet. Read Advisory intent, but the readiness read comes first. #### What changes the route - Transaction volume - Payroll needs - Current systems - Who the reporting is for #### What we need now - Transaction volume band - Payroll, yes or no - Systems in use - What reporting they expect and who reads it #### What we do not need yet - Full chart of accounts - Historical data - Team structure - Budget #### Next step Sends a qualified advisory discovery with the readiness answers attached, or points to a resource first when the business is not yet at the size your CAS offering suits. #### Calendar treatment Advisory discovery with the CAS lead, longer slot, fewer per week. #### What the human decides - Whether CAS is the right service - Staffing and capacity - Pricing model - Whether to say no Illustrative pattern. Your firm sets the criteria, the outcomes and the owners. Routing slip ### Fractional CFO Hold, acknowledged A referred founder preparing for a raise, sent over by a lawyer the firm has worked with for years. Read Borrowed trust, high value, and the slowest door on purpose. #### What changes the route - Referral source - Business stage - The decision driving the timing - Who currently owns the numbers #### What we need now - Who made the introduction - Business stage and revenue band - The outcome they are asking for - Decision timeline #### What we do not need yet - Cap table - Financial model - Confidential transaction detail - Anything covered by an NDA that has not been signed #### Next step Records the referral as a referral, acknowledges the referrer on your firm's terms, holds for partner review, and gives the founder a clear expectation while they wait. #### Calendar treatment Protected. A partner slot is offered after review, not before it. #### What the human decides - Conflicts - Whether the firm has capacity for the engagement - Scope and fee - What the referrer is told Illustrative pattern. Your firm sets the criteria, the outcomes and the owners. Routing slip ### Individual return Respectful alternative A personal return in the second week of March, straightforward, from a firm that has stopped taking new personal work. Read Out of scope this season, and the answer should still be a good one. #### What changes the route - Complexity signals - Residency - Timing inside the season - Whether the firm is taking this work #### What we need now - The complexity signals your firm chooses to ask about - Residency where relevant - Timing #### What we do not need yet - Slips or documents - Identification - Prior returns #### Next step Explains clearly that the firm is not taking this work this season, points to a genuine alternative, and closes the loop in a way the person remembers well. #### Calendar treatment None. A designed exit protects your season and their time. #### What the human decides - Which work the firm takes and when - Who is offered as an alternative - Any exception Illustrative pattern. Your firm sets the criteria, the outcomes and the owners. Every line above is a firm decision written down once. We build the paths; you own the rules, the criteria and every commitment made to a client. Reading about intake is the slow way to understand it. [Experience the live CPA intake system](https://cpaportal.thequietprotocol.com/) Review before booking ## The most valuable thing an intake system does is sometimes nothing. Hold-for-review is the step a plain booking tool cannot offer. It is what lets a firm publish a calendar without handing acceptance decisions to whoever finds the link. 1. 01 ### What a hold actually does The record is complete and sitting with a named reviewer. The visitor knows a person is reading it and when to expect a reply. No appointment exists, and nothing has been promised on the firm's behalf. 2. 02 ### Who reviews what Your rule, not ours. Some firms review everything above a revenue band. Some review every referral. Some review only cleanup and transaction work. The system applies whichever rule you write. 3. 03 ### What happens if nobody looks An unreviewed hold is the one failure mode worth designing against. Holds carry an owner, an expectation and an escalation, so a queue cannot quietly become a place where inquiries go to wait. Calendar protection ## A calendar link gives away availability. A calendar rule gives away nothing. Purpose-specific calendars are the difference between a firm that publishes times and a firm that publishes the right times to the right people. - ### By service Corporate tax scoping, advisory discovery, cleanup diagnostic and a client planning meeting are four different appointments with four different lengths. - ### By person Partners, managers and seniors have different availability, different appointment types and different weekly caps. - ### By season February to April looks nothing like August. Availability, duration and caps change with the calendar, once, in the rules. - ### By visitor type A new prospect, an existing client and a referral do not see the same availability, because they are not the same conversation. - ### By capacity When the week is full, the system stops offering times rather than overbooking and apologising later. - ### By buffer Preparation time and write-up time are part of the appointment, so the day does not compress into back-to-back calls. ### Once a time is held - **Confirmation**: Immediately, with what the appointment is, who it is with, and what to bring. - **Reminder**: On your timing, with the same preparation instructions repeated. - **Reschedule**: Self-service, inside the same rules, so a moved meeting does not become three emails. - **No-show**: A defined follow-up rather than an awkward silence and a note in someone's head. The prepared file ## What the professional sees before they say hello. This is the payoff. Everything intake collected, assembled into something a manager or partner can read in ninety seconds, sitting in the record before the meeting starts. - **Service requested**: Named by the visitor, not inferred from a paragraph - **Visitor type**: New prospect, existing client or professional referral - **Entity and context**: Only the fields your firm asked for - **Timing**: The deadline or trigger, in their words - **Referral source**: Captured at the door, where it is still accurate - **Qualification result**: Which of your criteria it met, and which it did not - **Route taken**: Booked, held, routed or offered an alternative, with the rule that applied - **Owner**: The named person accountable for the next step - **Preparation status**: What was requested, what arrived, what is outstanding - **History**: Prior inquiries and prior engagements, where the record exists Illustrative. The fields are whatever your firm decided were worth asking for. A screening call becomes a scoping call. That is the whole difference, and it is worth more than any single automation on this page. Documents and approval ## Where intake stops and your approved process takes over. Intake directs. It does not hold what it should not hold, and it does not commit the firm to anything a person has not approved. 1. Stage What it does What it never does 2. Document direction Does Points the client to the firm-approved secure path when the firm decides documents are appropriate. Never Collect sensitive records through an open web form, decide what is sufficient, or chase documents as a standard intake feature. 3. Secure delivery Does Points at your approved portal or secure path, and records that the request was made. Never Replace your document system or change your records and retention policy. 4. Engagement approval Does Leaves engagement approval, scope, fees and any next action with the qualified person at the firm. Never Advance an engagement, draft engagement language, set scope or fees, or replace the firm's lifecycle process. 5. E-signature Does Can be separately scoped as a firm-initiated platform action only where the chosen platform supports it. Never Come with the standard intake system, send anything automatically, or treat a signature as a substitute for professional judgment. 6. Internal handoff Does Makes the intake context and route visible in the platform for a firm-owned review. Never Reassign work, override your workflow, synchronize a practice-management system, or decide who is qualified for an engagement. Appointment coordination ## Every inquiry is in a state. A booked appointment should not depend on memory. The standard system coordinates the booked appointment. It makes the timing and preparation clear before the meeting; the firm owns every decision that follows. 1. State Waiting on What happens 2. New Waiting on Nothing. It just arrived. Action Route it to the firm-defined next step. 3. Held Waiting on A reviewer. Action The firm reviews fit and decides the next step. 4. Booked Waiting on The meeting. Action Confirm, remind, deliver preparation instructions. 5. Prepared Waiting on The professional. Action Nothing. This is the state you want things to arrive in. 6. Needs a firm decision Waiting on The qualified person at the firm. Action Review fit, scope and the appropriate next action. 7. Existing-client request Waiting on The firm's selected route. Action Direct the person to the approved portal, request path or meeting type. 8. Not a fit Waiting on Nobody. Action Give a respectful, firm-defined alternative or close the path. 9. Complete Waiting on Nothing. Action The firm owns any post-meeting workflow. Post-meeting follow-up, engagement progression and client reactivation are separate workflows. They are not represented here as standard intake automation. Tax season ## The system is judged in March, not in August. Everything above is pleasant when volume is normal. The reason to design it is the eight weeks when it is not. - 01 ### Capacity rules The system stops offering times when the week is full, rather than filling the week and apologising. - 02 ### Seasonal appointment types Shorter slots, tighter buffers, and a different mix of who is bookable. - 03 ### A separate seasonal path The work you want in season enters one way. The work you would rather defer enters another, and is told so. - 04 ### The client relief valve Routine client questions stop competing with new business for the same attention, which is where most of the March interruption actually comes from. - 05 ### Deferred, not dropped Out-of-season requests get a real answer and a date, instead of silence until May. Carter CPA's & Advisors records peak-season intake running roughly three times its off-season baseline. That figure is theirs, from their engagement record, not a category benchmark. What you get ## What an installed CPA intake system includes. Scoped in writing before anything is built. Nothing on this list is included by assumption, and anything that depends on a platform is verified before it is promised. - ### Branded client-facing intake On your site, in your voice, with the service paths your firm actually offers. - ### Qualification and routing logic Your criteria, your outcomes, your owners, written down once and applied consistently. - ### Controlled calendars By service, person, season, visitor type, capacity and buffer. - ### Confirmations and reminders With your preparation instructions attached, on your timing. - ### Preparation instructions What the client should bring or send, by appointment type. - ### Platform access One place to see the inquiry, the route, the booking and the preparation context; firm staff initiate approved next actions. - ### Firm-owned next decision Acceptance, documents, engagement lifecycle and post-meeting follow-up stay with the firm. - ### Separately scoped extensions E-signature, advanced AI and verified integrations may be mapped after the standard path is working. - ### Internal visibility The firm can review the prepared context and decide what happens next. - ### Distinct client and referral paths The relief valve and the referral path, built as separate journeys. ### What is not in this scope - Advanced AI intake is a separate layer, not part of this scope unless you ask for it - We do not draft engagement letters or any professional or legal language - We do not replace your tax software, practice management or document system - We do not promise an integration before we verify the platform supports it If a firm needs phone coverage on top of this, that is the AI reception layer and it is priced and scoped separately. ### Four things move an inquiry to a person immediately. - Advice Tax, legal or financial advice of any kind. - Distress Emotional distress, a complaint, or a conflict. - Risk Unusual risk, or uncertainty about who someone is. - Judgment Sensitive detail, or a judgment call outside approved rules. #### Never decided by software - Client acceptance - Professional advice - Tax positions - Engagement scope - Fees and pricing - Conflicts - Professional judgment - Sensitive exceptions The system tells the client what is happening, captures enough context for the handoff, and assigns an owner. Automation should make human care more reliable, never hide the need for it. A structured conversation, not a proposal. It costs nothing. [Book a call](https://go.thequietprotocol.com/widget/booking/76tpXxraVWT2SsQlg2NX) Live demonstration ## Everything above, as a thing you can actually use. We built a working CPA intake system and left it open. Pick a service, answer the questions, watch the route change, and go all the way to a booking if you want to see that end of it. 1. 01 Run it twice with different services and compare what it asked you. 2. 02 Enter once as a new prospect and once as an existing client. 3. 03 Say you were referred, and watch the acknowledgment change. 4. 04 Count the questions. Then count what a partner asks on the phone to get to the same place. Live now cpaportal.thequietprotocol.com [Experience the live CPA intake system](https://cpaportal.thequietprotocol.com/) This is a live demonstration built by The Quiet Protocol for this purpose. It is not a client implementation, and nothing you enter creates an obligation for anyone. [Book a call](https://go.thequietprotocol.com/widget/booking/76tpXxraVWT2SsQlg2NX) Evidence ## A routing problem, solved by routing. Carter CPA's & Advisors is the clearest intake case in our record, because the firm had already tried the obvious fix twice. Four partners, fourteen staff, corporate tax, personal tax and advisory sharing one reception line. Every inquiry landed in the same shared inbox and got the same generic reply, whether it came from a trusted referral or a stranger. Tax season buried the partners. They had no fast way to tell a serious corporate-advisory lead from a routine personal return, so a referral from a trusted lawyer got the same treatment as a random web form. Some referral sources noticed. They hired a seasonal coordinator for the overflow. Twice. Both times the coordinator still had no way to tell a corporate lead from a personal-tax filer at a glance. More hands did not fix a routing problem. The bottleneck was information, not headcount. [Read the full record](https://www.thequietprotocol.com/proof/carter-cpas-and-advisors) - 210 to 195 Monthly inquiries, March against April - 79 to 150 Correctly identified by engagement type - 61 to 121 Consultations booked - 46 to 112 Consultations held - 22 of 40 to 17 of 18 Referred inquiries reaching a held consultation March is pre-implementation peak season and April is the first full month live. The referral comparison sets March against July off-season volume, where the count is naturally lower and the share is the point. One firm is one firm, and the starting conditions were specific. Questions ## CPA client intake, answered. **What is a CPA client intake system?** It is the connected path from a prospective client's first question to a prepared human decision. It combines service selection, approved qualification questions, referral context, routing rules, controlled booking, confirmations, reminders, preparation and platform access. It does not provide tax advice, accept the engagement or automate the engagement lifecycle. **What should an accounting firm collect before a prospect reaches the calendar?** The stated service need, entity or client type, timing and urgency, referral source, and any firm-approved detail needed to choose the right appointment. Ask only for information the firm can use safely at this stage. Sensitive records belong in your approved secure process, after a person is involved. **How does qualification work without making a judgment call?** Qualification checks an inquiry against criteria your firm wrote down: service in scope, entity type, timing, capacity, referral source. The result routes the inquiry to one of four outcomes. It never decides fit, acceptance, scope or fees, and where an inquiry is ambiguous the designed outcome is to hold it for a person rather than guess. **Can the system separate advisory opportunities from routine tax requests?** Yes, by asking approved questions about the service, the situation, the entity and the timing, then routing according to your rules. A qualified person still decides fit, scope and acceptance. What changes is that the person is reading a structured record rather than reconstructing the situation on a call. **Does every inquiry get a booking link?** No. There are four valid outcomes: book now when the request fits clear criteria, hold for review when a person should decide first, route to a client resource when the answer is the portal or a service queue, and offer a respectful alternative when the work does not fit. Hold-for-review is the outcome a plain booking tool cannot offer. **Should new prospects and existing clients use the same calendar?** Not usually. An existing client is not re-qualified and reaches a purpose-specific route: the portal for documents, an asynchronous request path for questions, or a defined meeting when a meeting is genuinely the answer. Keeping those paths separate stops your best relationships queueing behind cold traffic. **How are professional referrals handled differently?** The introduction is captured at the door, the referrer is acknowledged where your firm considers that appropriate, the calendar is protected until the firm reviews fit, and the referred person is given a clear expectation while they wait. A referral carries borrowed trust, and the response speed and tone signal how the firm treats the relationship. **Can e-signature be part of the intake path?** Only as separately scoped work, after the firm maps its own approval sequence and the chosen platform is verified to support it. The standard intake system does not send, chase or advance engagement documents. We do not draft engagement or legal language, and a qualified person retains each approval and next-action decision. **Does the firm need a new website first?** Not always. If your current site already explains the services, earns trust and supports clear decision paths, the intake system can connect behind it. If prospects cannot recognise which service is theirs, or every service points to the same form, then the website is part of the intake problem and the two are worth doing together. **How long does it take to install?** It depends on how many service paths and visitor types the firm wants live at the start, and on how quickly the firm can agree its own routing rules. We work in the order observe, diagnose, design, install, verify, improve, and we test every path the way a real client would before handing it back. The Client Intake Review is where the actual timeline for your firm gets established. **Can we see it working before committing?** Yes. Our live CPA intake demonstration is open at cpaportal.thequietprotocol.com. It is a demonstration built by The Quiet Protocol rather than a client implementation. Choose different services, enter as a new prospect or an existing client, say you were referred, and watch the route change. ### Continue - [The accounting authority hub The wider case for a designed front door, with the time recovery worksheet and the 90-Second Front Door Check.](https://www.thequietprotocol.com/industries/cpa-tax-advisory) - [Accounting firm website design What the website has to do before it can carry intake.](https://www.thequietprotocol.com/website-design-for-accounting-firms) - [Appointment booking for accounting firms Calendar rules, appointment types and seasonal availability in depth.](https://www.thequietprotocol.com/appointment-booking-automation-for-accounting-firms) - [Compared with a booking link Why availability and intake are different objects.](https://www.thequietprotocol.com/calendly-alternative-for-accounting-firms) - [AI reception for accounting firms The phone layer, for firms where a real coverage gap remains.](https://www.thequietprotocol.com/ai-receptionist-for-accounting-firms) - [Client intake systems The system family, across professional and service firms.](https://www.thequietprotocol.com/client-intake-systems) ## Bring us one week of inquiries. Not a brief. An actual week: what came in, who read it first, what they had to work out by hand, which ones went quiet, and which ones a partner ended up handling personally. We will map it, show you where the decisions are currently being made by accident, and tell you which ones are worth writing down. If the answer is that your firm needs to agree its own routing rules before any system is built, that is what the review is for. [Book a call](https://go.thequietprotocol.com/widget/booking/76tpXxraVWT2SsQlg2NX) A structured conversation, not a proposal. It costs nothing. [Use the live system first](https://cpaportal.thequietprotocol.com/) [Back to the accounting hub](https://www.thequietprotocol.com/industries/cpa-tax-advisory) [+1 855-603-2525](tel:+18556032525) This is workflow and client-system implementation, not accounting, tax, audit, financial or legal advice. It does not determine client acceptance and does not provide data-security guarantees. Your firm retains those decisions and controls. Governed accounting authority [Return to the accounting parent for this decision](https://www.thequietprotocol.com/industries/cpa-tax-advisory) ![Vikram Roy, founder of The Quiet Protocol](https://www.thequietprotocol.com/images/founder/vikram-roy.png) Written and reviewed by [Vikram Roy](https://www.thequietprotocol.com/authors/vikram-roy), The Quiet Protocol Vikram Roy is the founder of The Quiet Protocol, a Toronto-based AI and marketing agency serving service businesses across the Greater Toronto Area, Canada, and the United States. He works directly with professional firms, home service companies, dental practices, clinics, and local businesses to connect websites, local search, social media, customer intake, booking, reviews, follow-up, and practical AI into a clearer digital front door. September 20, 2026 [More from Vikram](https://www.thequietprotocol.com/authors/vikram-roy) [LinkedIn](https://www.linkedin.com/in/vikroy/)