EXTENSION LANE
Works in the browser session
The connection uses the Tax Automate extension inside the firm’s authorized MyTAXPrepOffice session.
MyTAXPrepOffice integration · available
Connect Tax Automate to your signed-in MyTAXPrepOffice browser workflow.
The Tax Automate browser extension works inside an authorized MyTAXPrepOffice session to receive supported client queues and synchronize workflow state. Your firm stays responsible for review, return completion, and filing.
✓Available extension workflow · not represented as a standalone machine connector, vendor API, or autonomous filing system.
Exact product boundary
An extension lane for browser-based practice work.
The current connection coordinates supported workflow information with the browser session. It does not claim a direct vendor API or remove professional review from return preparation.
REVOCABLE ACCESS
Firm-enabled installation
Each installation is authorized with dedicated access credentials rather than sharing a general account secret.
HUMAN CONTROL
Review and filing remain with you
Your authorized professional validates the work, completes the return, and controls filing and client delivery.
MyTAXPrepOffice extension workflow
Enable, authorize, synchronize, and review.
The connection stays scoped to the firm-approved browser installation and supported workflow queues.
Enable
Your firm enables the MyTAXPrepOffice integration in Tax Automate.
Install
Install the browser extension and authorize that installation with dedicated credentials.
Synchronize
Receive supported client work and sync document, task, and status context.
Review
Your authorized team completes professional review, return preparation, and filing.
What the lane supports
A defined browser connection with firm-controlled access.
The extension is designed to bring supported Tax Automate workflow queues into the environment where your team already works.
Firm-enabled integration
Browser extension installation
Per-install credentials
Revocable access
Supported client/workflow queues
Professional review and filing
Evaluate the workflow
Confirm the lane before you buy.
MyTAXPrepOffice integration FAQs
Questions about the current extension.
Is the MyTAXPrepOffice integration available today?
Yes. The configured current lane is an authorized browser-extension workflow.
Is this a direct MyTAXPrepOffice vendor API?
No vendor API is represented. The current connection works through the Tax Automate extension in the firm’s signed-in browser session.
How is an extension installation authorized?
The firm enables the integration and authorizes the extension installation with dedicated credentials that can be revoked.
Does Tax Automate file the return?
No. Your authorized tax professional reviews and completes the work and controls filing and delivery.
See whether the MyTAXPrepOffice extension fits your workflow.
We’ll review browser requirements, installation authorization, supported queues, and professional control points with your team.
Book a workflow review →