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Practice management & CRM integrations

Keep your practice system. Automate every interaction.

TaxAutomate connects your front office, familiar client portal, preparation and professional review. Every interaction updates the matching client and engagement in your practice-management system.

For firms using Karbon, TaxDome or TaxAutomate Practice Management.

See your connected workflow Find your practice system
The work TaxAutomate takes on

Carry the source evidence through preparation.

When a corrected statement arrives, your preparer needs to know which figure changed, what was approved and what reached the tax software. TaxAutomate keeps that review connected to the original documents.

Build an organized, editable binder

Work from retained source documents with bookmarks, annotations and references. Correct review values and keep the revision history while the original document stays intact.

Review the figure beside its source

Trace an extracted value to its document, resolve the exception and record the approved value. The preparer can see the evidence behind the correction.

Check the result before sign-off

Review what reached the tax application. Where your supported workflow returns field results, compare them with the approved values for that preparation job before final review.

Start with your actual tax software.

Choose the workflow for your software, return type and tax year. Your preparer checks the result, resolves remaining diagnostics and controls final approval and filing.

Find your tax software
Your existing practice system

A familiar client experience. A defined preparation handoff.

Keep your client history, portal, engagement owner and daily workflow. Your team uses TaxAutomate for the selected preparation and review, then returns the approved work to the same engagement.

Karbon

Keep Karbon's portal, client history and work assignments. Use TaxAutomate for the source-document preparation, tax-software entry and review your team wants to improve.

Account connection
  1. 01

    Keep the familiar intake

    Your client uploads through the familiar Karbon portal. Keep the existing work item and its assigned owner.

  2. 02

    Bring the work to TaxAutomate

    Connect and match the Karbon client, then have staff download the selected source files and upload them to TaxAutomate.

  3. 03

    Prepare and check the result

    Review the organized binder, correct values against their sources, and check the supported data entry in your tax software.

  4. 04

    Return it to the existing job

    Staff download the reviewed binder, upload it to the existing Karbon work item, and update the job's note and status.

The Karbon connection helps match client records. Source-file transfer and the reviewed binder's return to the existing job are staff actions in this workflow.

See your Karbon workflow

TaxDome

Keep TaxDome's intake, reminders and client delivery. Bring the selected preparation work into TaxAutomate while your firm continues managing the engagement in TaxDome.

File workflow
  1. 01

    Keep the familiar intake

    Your client uses the existing TaxDome organizer and portal. Keep its checklist, pipeline and engagement owner.

  2. 02

    Bring the work to TaxAutomate

    Staff download the agreed source packet and upload it to the matching TaxAutomate client and tax year.

  3. 03

    Prepare and check the result

    Use the editable binder to review source figures, approve corrections, and check the supported result in your tax software.

  4. 04

    Return it to the existing job

    Staff upload the downloaded reviewed binder PDF directly back to TaxDome and update the existing job. Keep signatures, payment and delivery in your usual process.

This is a staff-managed file workflow. Upload the downloaded binder PDF directly to preserve its bookmarks; TaxDome's virtual printer does not retain them.

See your TaxDome workflow

Using another practice system?

Start with the documents and preparation task your team wants to improve. These options keep the available handoff clear.

Canopy

File workflow

Bring selected Canopy client documents into TaxAutomate, review the preparation work, and place approved outputs back in the firm's existing record.

  • Selected document upload
  • Reviewed preparation work
  • Staff-managed document handoff

For your firm: Define the document-transfer steps and review owner. Any additional Canopy connection is scoped for the firm.

Discuss this workflow

Financial Cents

Discuss your workflow

Review the client, document, and task handoffs your Financial Cents practice needs before agreeing a connection scope.

  • Review the current process
  • Identify the records to hand off
  • Agree responsibilities and scope

For your firm: Bring your firm's workflow to the demo so the required handoffs can be assessed.

Discuss this workflow

Liscio

File workflow

Use your existing Liscio document process while staff move selected files through TaxAutomate preparation and review.

  • Selected client documents
  • Reviewable TaxAutomate workpapers
  • Staff-managed delivery handoff

For your firm: Confirm the transfer process and the person responsible for returning approved files to the client workflow.

Discuss this workflow
Need a client system as well?

Start with TaxAutomate Client App & CRM.

TaxAutomate CRM is the default for firms that need a place to manage the client relationship. Keep client records, documents, conversations, tasks, and preparation handoffs together in TaxAutomate.

Explore Client App & CRM Explore practice management
Built into TaxAutomate
  • Shared client context
  • Documents and conversation history
  • Tasks, ownership, and follow-up

Set up your firm's client records, team access, and working process in TaxAutomate.

Discuss TaxAutomate CRM
Practical questions

How this fits your firm's daily work.

Why add TaxAutomate if we already have practice management?

Start with preparation work your team still wants to improve: organizing a source packet, entering supported tax data, resolving a corrected statement or checking figures before sign-off. TaxAutomate brings those steps into a preparation and review workspace. Evaluate the complete task with your existing tools, including the file handoffs, to see whether it improves your firm's process.

Can we keep Karbon or TaxDome as our main system?

Yes. Keep client history, engagement ownership, portal access and your team's daily practice process there. TaxAutomate holds the client and tax-year context needed for the selected preparation. Staff match that record to the existing engagement and keep client details and job status maintained in the main system.

Will our clients need another portal?

The staff-operated preparation workflows on this page let clients continue using your existing portal. Your team brings selected documents into TaxAutomate and returns the approved output. For firms that need a client system, TaxAutomate Client App & CRM is the built-in starting point.

What does the preparer review before signing off?

The preparer checks retained source documents, approves or corrects extracted values, and reviews the result in the selected tax application. Where the supported workflow returns mapped field results, the binder checks those observations against approved values for the current preparation job. Your professional completes the remaining review, tax decisions and filing steps.

What stays editable in the binder?

In TaxAutomate, your team can correct review values, add annotations and references, and retain the review and revision history. The original source document remains intact. A downloaded clean or reviewed PDF carries the selected document pages and bookmarks; the full interactive review workspace stays in TaxAutomate.

Do documents and job statuses move automatically?

The journeys shown here include staff downloading source documents, uploading them to TaxAutomate, and returning the reviewed binder to the existing engagement. Staff also update the job note and status. Karbon account connection helps match clients; it does not make this entire sequence automatic. The TaxDome journey is a file workflow.

Can we add AI Front Desk for client inquiries?

A separately configured Lumi-powered AI Front Desk can handle approved firm inquiries, capture new leads and use supported TaxAutomate preparation-status tools. Choose the channels and staff handoff during setup. It does not automatically read your Karbon or TaxDome history or missing-document checklist; staff carry the relevant outcome into the existing client record.

See the work from start to finish

Bring your practice system and your tax software.

See how a representative source packet moves through preparation, review and the return to your existing engagement. Include the staff handoffs when you evaluate the result.

See your preparation workflow