Drake · available machine lane
A paired Windows connector uses controlled interface actions to type supported data into Drake for firm review.
See the Drake boundary →Tax software and practice integrations
Keep your systems. Connect your tax practice.
Tax Automate uses different connection lanes for different systems—machine connectors, file output, browser extensions, and clearly labeled roadmap workflows. Confirm the exact lane before purchasing.
CLCrossLink
MTMyTAXPrepOffice
TATax AutomateConnection lane depends on product
WINMachine connector
FILEFile output
EXTBrowser extension
MAPRoadmap
Tax software integration status
Choose the workflow by its current connection lane.
Each page identifies current availability, connection method, exact boundary, and the professional controls that remain with your firm.
CrossLink · available machine lane
A paired Windows connector types supported mapped data into CrossLink; review and filing stay with your firm.
See the CrossLink boundary →ProSeries · scoped file lane
Tax Automate can generate a supported ProSeries file output; your team imports and reviews it. No live desktop connector is claimed.
See the ProSeries boundary →MyTAXPrepOffice · available extension
An authorized browser extension synchronizes supported client and workflow queues inside the firm’s signed-in session.
See the extension boundary →
Lacerte · roadmap
Document organization can support today’s manual workflow. Native Lacerte entry or file export is not currently available.
See the Lacerte roadmap →
ProConnect · roadmap
Document organization can support today’s manual workflow. Native ProConnect entry or export is not currently available.
See the ProConnect roadmap →CCH Axcess
Connection method and supported preparation scope must be confirmed for the firm’s configuration.
Review CCH Axcess →Practice management integrations
Keep the system that runs your firm. Connect the automation around it.
Dedicated pages explain how Tax Automate can complement established client, workflow, document, communication, and team-management processes where supported.
TaxDome
Keep established client and workflow management while connecting specialized tax automation.
Explore TaxDome →Karbon
Connect specialized tax automation around Karbon's collaborative practice-management workflows.
Explore Karbon →
Canopy
Add preparation, intelligence, and front desk automation around Canopy's tax-practice workflows.
Explore Canopy →
Financial Cents
Give a small or growing firm more automation while retaining familiar client and workflow management.
Explore Financial Cents →OfficeTools
Modernize selected workflows around established client, document, time, and billing processes.
Explore OfficeTools →Beyond tax software
Connect the client journey—not just return preparation.
CRM
Client managementUse the Practice 360 CRM or connect an existing CRM where supported.
COM
CommunicationConnect phone, web chat, SMS, email, Meta, and Pinterest conversations.
OPS
Scheduling and productivityCoordinate calendars, appointments, tasks, reminders, and team ownership.
FIN
Payments and sign-offConnect payments, e-signature, approvals, and controlled client delivery.
Integration approach
Start with the workflow. Connect only what it needs.
We map the systems, data, permissions, handoffs, and professional controls required for the workflow you want to automate. Connection methods and availability vary by product and system.
1
Map your current stackIdentify tax software, CRM, communications, documents, and team roles.
2
Choose the workflowBegin with preparation, practice operations, or front desk automation.
3
Define access and controlsEstablish data boundaries, review points, approvals, and handoffs.
4
Expand when readyAdd connected products and systems without rebuilding your practice.
Independent product research
Compare the AI tax platforms on your shortlist.
Our comparison guides use public product information, state the review date, and separate provider claims from verified Tax Automate capabilities. Confirm final requirements with each provider.
JU
Tax Automate vs Juno
Compare preparation workflow, review controls, integrations, practice operations, and front-desk scope.
Read the Juno comparison →FI
Tax Automate vs Filed
Compare AI preparation, professional review, planning, workflow breadth, and client experience.
Read the Filed comparison →TG
Tax Automate vs TaxGPT
Compare AI research, preparation, planning, review, and firm-wide automation.
Read the TaxGPT comparison →Integration FAQs
Questions tax firms ask before connecting their systems.
Do we need to replace our tax software?
No. Tax Automate is designed to work around supported tax software and established review workflows.
Can we keep our existing CRM?
Yes, where supported. You can also use the CRM built into Practice 360.
Are all features available with every integration?
No. Supported workflows, return types, connection methods, and availability vary by system and configuration.
How do you protect client information?
Integration design includes authorized access, controlled workflows, review points, and professional approval before client delivery.
Show us your technology stack. We’ll map the connected workflow.
Tell us which tax software, CRM, communication, scheduling, and payment systems your firm uses.
Keep the systems that workConnect one workflow at a timePreserve professional controls