Continue intake anywhere.
Alex can move from the conversation into your client portal, mobile app, or office kiosk without repeating contact details or starting a separate process.
Portal · Mobile app · KioskConnect every lead source to one AI Front Desk
Every inquiry answered.Every next step connected.
Bring phone calls, texts, emails, website chat, Yelp, Thumbtack, Angi, Facebook, Instagram, and WhatsApp into one front desk built for tax firms.
TaxAutomate responds, qualifies, follows up, and books the consultation—then carries the full conversation into your CRM, calendar, intake, client app, kiosk, and preparation workflow.
You set the answers, channels, timing, and staff handoff.
One lead. One continuous client journey.Watch an after-hours Yelp inquiry become a booked, intake-ready tax client.
7:42 PM · New inquiry
Lead captured · Full context attachedAlex finds the firm on Yelp and calls after hours.
TaxAutomate answers immediately, recognizes that Alex needs help with business taxes, and captures the lead source and conversation in one record.
Bring the channels your firm already usesSee every inquiry move from first response to booked client and connected next action.
Map your AI Front Desk After the appointment is booked
The conversation becomes the client workflow.
Alex moves into intake, document collection, staff work, and preparation with the original lead source, answers, promises, and next action still attached.
Collect missing documents without chasing.
Requests and reminders continue through the channels your firm chooses. Every upload, reply, and open item stays visible on the client record.
Requests · Reminders · DocumentsGive staff a client-ready record.
The CRM carries the source, transcript, appointment, notes, tasks, and document status forward so the next person knows exactly what happened and what comes next.
CRM · Tasks · Tax softwareMeet clients where they already are
One Front Desk across every channel.
Keep the phone number, inboxes, lead sources, calendar, and client tools your firm already uses. TaxAutomate connects the response, client history, staff owner, and next action across them.
Find your firm
WebsiteGoogleYelpThumbtackAngiFacebook & Instagram
Talk to your firm
PhoneText / SMSEmailWebsite chatWhatsAppFacebook Messenger
Work with your firm
CalendarCRMClient portalMobile appOffice kioskTax software
Available connection methods vary by provider, account permissions, and channel. We confirm the supported path before activation.
Automation that knows when to hand off
Let AI move routine work. Give your team the complete client history.
TaxAutomate answers, qualifies, schedules, and follows up within the playbook your firm approves. When a client needs judgment, reassurance, or an exception, your staff takes over with the transcript, facts, and next action already in view.
See the CRM and practice-management handoffWhat stays with the client
Lead source and contact identity
Call, chat, text, and email history
Qualification answers and promised follow-up
Appointment, intake, and document status
Owner, tasks, exceptions, and next action
Front Desk integration questions
Know what connects and who controls it.
Every setup starts with your channels, accounts, playbook, and staff escalation process.
Can TaxAutomate answer calls and messages after hours?
Yes. Configure the AI Front Desk to handle approved questions, capture lead information, qualify the inquiry, book appointments, and route exceptions. Your team controls the hours, playbook, escalation rules, and when a person takes over.
How do Yelp, Thumbtack, Angi, and social leads enter the workflow?
The setup depends on the access each service provides to your firm. TaxAutomate maps the authorized connection or notification path, preserves the lead source, and defines where the AI or staff response should happen.
Does the client have to repeat the conversation after handoff?
No. The lead source, transcript, contact details, qualification answers, appointment, notes, and next action stay with the client record so the staff member can continue with context.
Can clients continue through a portal, mobile app, or office kiosk?
Yes. The connected journey can continue through your branded website experience, client portal, mobile app, or configured office kiosk for intake, messages, appointments, and document requests.
Does Front Desk information connect to tax preparation?
It can. After identity, engagement, document, and staff checks, the client record can move into the supported preparation workflow for your tax software. Your preparer retains review, professional judgment, and filing control.
Build your connected Front Desk
See how your next inquiry becomes a booked, ready-to-serve client.
Bring the channels your firm uses today. We’ll map the exact journey from first response through qualification, booking, intake, CRM, document follow-up, and preparation.
Connect the lead sources and channels you already useSet the AI playbook, qualification rules, and staff handoffConnect booking, intake, CRM, kiosk, and mobile appCarry the client record into your preparation workflow