01
Automated Tax Prep
Move source documents toward a review-ready return in supported professional tax software.
OfficeTools integration established accounting and tax firms
Connect Tax Automate with your OfficeTools workflow.
Keep OfficeTools for established client, workflow, document, time, and billing processes while Tax Automate adds connected preparation, practice intelligence, and front desk automation.
✓Keep the systems your team knows. Add automation one workflow at a time.
OfficeToolsCONNECTED WORKFLOW
Tax Automate platformClient context and work move through one controlled flow
Connected practice workflowActive
01 · FRONT DESKIntake
02 · PREPReturns
03 · PRACTICE 360Context
04 · TAXDOMEWorkflow
Keep OfficeTools. Connect the automation your practice needs.
OfficeTools↔
Keep your current operating system
Keep OfficeTools. Add connected automation around it.
Modernize selected workflows around OfficeTools without forcing an immediate replacement of the processes your firm already depends on.
02
Practice 360
Connect client context to planning, notices, review, Copilot assistance, and professional workflows.
03
TaxAutomate AI Front Desk
Handle calls, messages, intake, appointment confirmation, and follow-up across client channels.
Connected by design
One client journey across the systems your firm uses.
Align the handoffs between client service, preparation, professional review, and delivery.
Capture
TaxAutomate AI Front Desk handles inquiries, intake, scheduling, confirmations, and client-specific questions.
Prepare
Automated Tax Prep processes source documents and prepares supported returns for professional review.
Advise
Practice 360 helps review returns, respond to notices, and move clients into higher-value planning.
Complete
Keep status, approvals, communication, and delivery aligned with your OfficeTools workflow.
A contained practice ecosystem
Keep client context and workforce handoffs aligned.
Connect the information and control points your staff needs without forcing everyone into a new way of working at once.
Client and household identity
Documents and intake
Status, tasks, and ownership
Appointments and reminders
Communications across channels
Approvals, sign-off, and delivery
Connected client workflowONE SHARED JOURNEY
OfficeTools workflowClient and work management
ConnectedTax Automate productsPreparation, intelligence, and front desk
ActiveProfessional controlReview and delivery remain with your team
ProtectedA practical implementation path
Connect what matters first. Expand when your team is ready.
We begin with the workflow producing the most friction, map the required data and handoffs, and keep clear ownership at every control point.
01
Map
Define the client journey, source systems, owners, and desired outcome.
02
Configure
Connect supported fields, events, and handoffs for the selected workflow.
03
Control
Set roles, exceptions, approvals, and professional sign-off requirements.
04
Expand
Add products and workflows after the first process is working well.
Supported connection methods, objects, triggers, and workflow availability vary by OfficeTools plan, configuration, and Tax Automate product.
Professional control
AI moves the preparation forward. You stay in control.
Automation organizes and prepares the work. Your authorized tax professionals review the return, resolve exceptions, apply judgment, approve the result, and control client delivery.
✓Human reviewProfessional approval stays in the workflow.
✓Clear exceptionsMissing items and judgment points are surfaced.
✓Role-based accessTeam members receive appropriate access.
✓Controlled deliverySign-off occurs before client delivery.
OfficeTools integration FAQs
Questions about connecting your existing workflow.
Does Tax Automate replace OfficeTools?
No. OfficeTools can remain your client and workflow system while Tax Automate adds supported automation around preparation, practice intelligence, and front desk work.
What information can connect?
Connection scope depends on your configuration. It may include supported client records, documents, workflow status, tasks, communications, appointments, and completion events.
Will this create duplicate client records?
The implementation process maps identity and ownership rules to reduce unnecessary duplication and define which system owns each record.
Does a tax professional remain in control?
Yes. Your authorized team reviews exceptions, applies judgment, approves work, and controls sign-off and client delivery.
Can we keep our existing processes?
Yes. We start by mapping your current workflow and add automation where it creates value without requiring an all-at-once replacement.
Can we begin with one Tax Automate product?
Yes. Begin with Automated Tax Prep, Practice 360, or TaxAutomate AI Front Desk and add more connected workflows when ready.
See how Tax Automate can fit your OfficeTools workflow.
Tell us which systems your firm uses and where work slows down. We’ll map a practical starting point for connected automation.
Keep your existing OfficeTools workflowStart with one high-value connectionKeep professional review in your control