Tax Automate connects front office automation, AI tax preparation, practice management, professional review, sign-off, delivery, and advisory follow-up—without replacing the tools your firm already trusts.
The platform carries client context and work forward, while your professionals remain responsible for review, judgment, approval, and delivery.
Each stage has a focused automation product, a clear owner, and a professional control point.
TaxAutomate AI Front Desk answers calls and messages, captures leads, books and confirms appointments, and uses authorized CRM context to answer general and client-specific questions.
Practice 360 creates or updates the client, sends intake, connects documents and entities, and routes the work to the right team member.
Tax Automate Prep reads source documents, organizes taxpayer data, enters it into supported tax software, and surfaces missing items.
Your professionals review the return, resolve exceptions and notices, apply judgment, and identify higher-value tax planning opportunities.
Your authorized team signs off before the return or client deliverable is finalized, delivered, and moved into follow-up.
Tax Automate connects your tax software, client systems, communications, and practice workflows through one AI automation platform.
Connection methods, supported workflows, and availability vary by product and system.
Start with one workflow and add the others without rebuilding your practice around disconnected tools.
Client records, documents, entities, assignments, communications, approvals, and next steps stay connected so every authorized team member can see what matters.
Keep the tax software and client systems your firm already knows. Begin where repetitive work is slowing you down, then add connected automation as your needs grow.
Understand how the connected AI automation platform fits into your existing tax practice.
No. Tax Automate is designed to automate work around supported tax software, including document processing, data entry, review workflows, and client follow-up.
Yes. Your firm can start with one product or workflow and add Practice 360 or TaxAutomate AI Front Desk later.
Yes. You can continue with your current CRM where supported, or use the client management capabilities built into Practice 360.
They share the client context needed to move work from initial contact and intake through preparation, professional review, approval, delivery, and follow-up.
Yes. Your authorized tax professionals review exceptions, apply judgment, approve deliverables, and sign off before client delivery.
Support varies by product and workflow. The platform is designed to work with established tax software and common client, communication, scheduling, payment, and CRM systems.
An average return may be ready for professional review in under five minutes, depending on document quality, return complexity, configuration, and supported workflow.
Role-based access, controlled workflows, exception handling, professional approval, and clear delivery controls keep qualified team members in charge of client work.
Walk through your current systems, handoffs, review points, and client journey with a Tax Automate workflow specialist.