RUN THE ENTIRE TAX PRACTICE FROM ONE CONNECTED PLATFORM
TaxAutomate unifies front office operations, client workflows, tax preparation, practice management, and advisory in one client record. Keep the tax software your firm trusts. Eliminate the disconnected work around it.
Answer calls, texts, emails, and lead-source inquiries; support clients; collect intake; book appointments; and keep every next step connected.
Give clients one mobile-ready place to upload documents, answer requests, track progress, pay, and complete every next step.
Transform client documents into source-linked workpapers, prepared values, and exceptions ready for professional review.
KEEP THE SYSTEMS THAT ALREADY RUN YOUR FIRM
FIVE PRODUCTS. ONE CLIENT RECORD. BUILT YOUR WAY.
Try the TaxAutomate product that can change your firm the fastest—or combine the capabilities you need now. All five products share one client record, so every addition creates more power without adding duplicate entry, spreadsheet handoffs, or disconnected systems.
AI Front Desk
TaxAutomate AI Front Desk combines an AI receptionist with client service, qualification, intake, scheduling, follow-up, and system updates—so the work keeps moving after the first response.
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Client Portal, Mobile App & CRM
Clients book appointments, upload documents, answer requests, track progress, make payments, and view invoices without chasing email threads. Every action updates the shared client record.
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Tax Automation
TaxAutomate builds a source-linked PDF binder, ties prepared values to the original workpapers, and flags every exception. Your team reviews the evidence, resolves the exceptions, and moves the return forward.
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Practice Management
Control client work from intake through preparation, review, signature, and filing. Owners, deadlines, requests, blockers, and next actions stay visible across the firm.
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TaxAutomate Copilot
TaxAutomate Copilot brings completed returns, source documents, IRS notices, and client history into one workspace, surfaces planning and response opportunities, and assembles the work for professional approval. Tax professionals make the final decision and approve every client deliverable.
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IMPLEMENTATION DETAILS, PUBLISHED
Review live tax-software workflows, supported-form coverage, professional review steps, and data-handling controls directly in the product documentation.
Each live workflow defines setup, supported formats, data entering TaxAutomate, output returned to the tax software, and required professional review.
The form index documents W-2, 1099, 1098, and K-1 extraction, unsupported K-1 cases, scan requirements, and review rules.
See supported forms and limitationsThe implementation guide follows every document through upload, extraction, calculation, tax-software delivery, exception resolution, and final professional review.
Follow the complete workflowThe security documentation covers TLS upload, AES-256 encryption at rest, firm-level access, role-based controls, logging, retention, and deletion.
Review security and data handlingCoverage and limitations appear together. TaxAutomate never claims perfect extraction. A qualified tax professional reviews extracted data before filing.
STRAIGHT ANSWERS
TaxAutomate is the connected operating platform for tax firms. It unifies TaxAutomate AI Front Desk, the Client Portal, Mobile App & CRM, Tax Automation, Practice Management, and TaxAutomate Copilot through one shared client record.
No. Keep the tax software your firm trusts. TaxAutomate runs the front office, client workflows, document work, preparation handoffs, practice operations, and advisory workflows around it.
Drake, CrossLink, and ProSeries have published live workflows. Every other integration page states its exact status: live, works alongside TaxAutomate, or roadmap.
No. AI organizes evidence and prepares the work. Tax professionals review the facts, make the judgment calls, and approve the final work delivered to the client.
Yes. Deploy the product that removes the biggest bottleneck first. Every product connects to the same client record, so the platform expands without creating another silo.
BRING THE WORKFLOW THAT WASTES THE MOST TIME
We’ll map one real workflow from first client contact through professional review and show where TaxAutomate removes handoffs, rekeying, and follow-up.
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Drake Software
CrossLink
Intuit ProSeries
Intuit Lacerte
Xero
Google Drive