From Yelp, Thumbtack, and Angi leads to booked appointments and organized tax documents—keep the entire client journey connected. TaxAutomate brings lead follow-up, phone, text, chat, Facebook, and WhatsApp together with kiosk intake, your client mobile app, and MyTAXPrepOffice.
Bring the documents into an organized, bookmarked binder your preparer can review. Keep client conversations, automated reminders, missing-document requests, and staff notes connected—so your team spends less time chasing paperwork and more time preparing returns.
Your team stays in control. Your preparer reviews the source documents and completes the return in MyTAXPrepOffice.
Open the linked Client 360 record while you work in MyTAXPrepOffice.
Intake, reminders, documents, and your connected client record.
Your tax software prepares the return. TaxAutomate connects the work that gets clients ready: lead capture, appointments, intake, conversations, document organization, and follow-up.
Connect lead sources like Yelp, Thumbtack, Angi, Facebook, and your website to your front-office workflow. AI Front Desk helps answer questions, capture contact details, and guide prospects toward an appointment, while your CRM keeps the relationship moving.
Make the first conversation the start of an organized client relationship.Connect phone, text, website chat, Facebook messaging, and WhatsApp through your configured front-office channels. Keep conversations and follow-up with the client so staff can pick up where the last conversation ended.
One team, a shared client history, fewer missed follow-ups.Welcome walk-ins through your office kiosk. Give remote clients a mobile app and client portal to share information, upload documents, and respond to requests. Bring office visits and digital intake into the same preparation workflow.
Give every client a convenient way to get started and stay involved.Collect the source documents, organize them into a bookmarked PDF binder, and make them available for your preparer to check. Keep the review connected to the original documents so your team can find the evidence it needs while working in MyTAXPrepOffice.
Spend less time hunting through attachments and more time preparing.Use document checklists and automated reminders to keep collection moving. Let clients know what is still needed through your firm's configured reminder channels, then track replies and arrivals in the client record. Staff can step in when a client needs personal help.
Make the next step clear without repeating the same chase by hand.Open the linked TaxAutomate record alongside MyTAXPrepOffice to review communications, documents, notes, and outstanding requests. Use the organized binder for source review while your preparer handles the tax return and final decisions in MyTAXPrepOffice.
From first inquiry to preparer review, keep the work connected.Connect the channels clients use with the organized documents and review workflow your preparers need.
TaxAutomate connects the work before and around the return: lead capture, AI Front Desk, CRM, appointments, kiosk intake, mobile app and portal document collection, organized binders, and automated reminders. The connected Client360 panel brings client documents, conversations, notes, and outstanding requests beside your MyTAXPrepOffice workspace.
Yes. Document collection and binder organization remain central to the workflow. TaxAutomate brings source documents into an organized, bookmarked PDF binder that your preparer can open and check while preparing in MyTAXPrepOffice. Your preparer reviews the source material and remains responsible for the return.
Your firm's connected front-office channels let clients reach you in the way they prefer. AI Front Desk helps handle inquiries and follow-up, while CRM keeps the relationship and conversation history organized. Your team configures the channels, reminder workflows, and points where staff take over; the MyTAXPrepOffice panel brings the linked client record beside preparation.
Bring inquiries from Yelp, Thumbtack, Angi, Facebook, and your website into your configured front-office workflow. Route inquiries into your configured front-office workflow, capture contact information, follow up, and guide prospects toward an appointment or client intake. Carry the relationship forward in CRM as the prospect becomes a preparation client.
The office kiosk supports in-person intake, while the client mobile app and portal give clients a way to provide information and documents remotely. Bring those submissions into the client record and document workflow, then organize the material for preparer review.
Yes. Set up reminders around your collection workflow so clients know what is outstanding and what to do next. Use your firm's configured reminder channels and track incoming documents and replies. The connected panel also provides a direct email-request action for needed documents.
Your team continues preparing the return in MyTAXPrepOffice. TaxAutomate handles the connected front-office and document workflow, making the client record and organized source material available for review. Your preparer controls tax decisions, final review, and filing.
Walk through a client journey from a new inquiry to an organized binder beside MyTAXPrepOffice. See how intake, your mobile app, communications, and automated reminders work together to get clients ready for preparation.