Document collection to TaxSlayer ProWeb effortlessly & accurately!

Import Client docs to ProWeb —without retyping.

Bring every client document into one organized record—from the office kiosk, website, email, or text. AI Front Desk and CRM use prior returns and conversations to identify what is missing and follow up through the channels your firm chooses.

Preview the ProWeb workflow from client documents to preparer review. Personal-information entry is available in the extension; the approved-document queue is not connected yet. The walkthrough shows the intended form-entry flow as that handoff is developed.

Book a Demo See how it works

You control the follow-up. Your preparer controls approval, final review, and filing.

prodemo.cloudtaxoffice.com

Approved
in binderEntering
in TaxSlayer ProWeb

Approved source → TaxSlayer ProWeb entry → preparer review.Walk through TaxSlayer ProWeb with our team.

TaxSlayer ProWeb walkthroughWatch TaxAutomate enter data in TaxSlayer ProWebClient documents, automated entry, and review.Book a demo to see it →

From client documents to ProWeb: the workflow being built.

Document collection, source review, and browser entry belong in one preparation flow. Personal-information entry is available; connecting the approved-document queue to ProWeb is still in development.

Gather every client document in one place.

Start with one complete client file. Documents can arrive through your office kiosk, website, email, phone, or text, and every reply and upload stays with the same client record. TaxAutomate’s AI Front Desk and CRM help your team get there: they compare what has arrived with the prior-year return, open requests, and past conversations to identify what is still missing. The AI can follow up automatically, but your team chooses the pace, timing, and channels—and can pause, change, or take over any conversation.

The goal is one complete client file. AI helps your team get there.

TaxAutomate bringing client documents and conversations from every approved channel into one client record

TaxAutomate turns the document mess into an indexed PDF workpaper.

As files arrive, the software identifies and organizes the source documents, groups related pages, and builds one labeled, bookmarked PDF binder. Prior-year context and open requests remain attached to the same client record. Your team can rename, reorder, or regroup documents before marking the binder ready for review.

The software organizes it. Your team controls the final binder.

Bookmarked TaxAutomate workpaper binder showing a full W-2 PDF page

Self-check every value against the original PDF.

The split-screen review keeps the source document beside the extracted fields. Select a value and TaxAutomate brings its exact source area into focus. Your preparer can correct an OCR read, change a document classification, regroup pages, approve the value, or flag it.

Every approved value stays linked to its source.

TaxAutomate split-screen PDF review with extracted fields and source-area highlighting

Connect the approved source to ProWeb entry.

The extension currently supports personal-information entry. The approved-document queue is not connected, so W-2, 1099, and Schedule C document-driven entry shown here is the planned handoff, not a released end-to-end workflow.

Preview the form flow with our team.

TaxAutomate source-linked values approved before TaxSlayer ProWeb entry

5After TaxSlayer ProWeb data entry

Your preparer verifies the entry and finishes the return.

Your preparer compares entered values with the approved source, resolves missing or different values, reviews calculations and diagnostics, and controls final review and filing.

✓

Your preparer confirms the entry

Compare the approved source with the entered TaxSlayer ProWeb field and confirm that it is correct.

Your preparer resolves discrepancies

Correct missing or different values and resolve TaxSlayer ProWeb diagnostics or unsupported items.

Your professional finishes the return

Make the final tax decisions, approve the completed return, and control filing.

Automation with firm control

TaxAutomate does the work. Your professionals make the decisions.

TaxAutomate brings each client’s documents into one record. AI Front Desk and CRM help identify and request what is missing, and the software organizes the file. The ProWeb approved-document handoff is being developed. Your preparer verifies the TaxSlayer ProWeb entry, resolves exceptions, reviews diagnostics, applies tax judgment, completes final review, and controls filing.

You control the AI’s pace and channels.Choose when it follows up, where it communicates, and when a staff member takes over.

You control every approval and exception.Correct, regroup, approve, reject, or stop work before data enters TaxSlayer ProWeb.

You control verification, final review, and filing.Your preparer verifies the entry and your authorized professional controls the completed return.

Where the automation runs

The extension runs in your ProWeb browser session.

Your firm signs in to ProWeb and confirms the client, tax year, and supported field mappings. Your preparer approves the source, verifies the entry, and completes the return.

ProWeb extensionCurrent availability

Personal-information entryAvailable

Approved-document queueNot connected yet

Document-driven form entryIn development

Preparer review and filingFirm controlled

Clear responsibilities

How TaxSlayer ProWeb data entry automation works—and what your team controls.

TaxAutomate performs the repetitive work. Your firm sets the rules and retains every professional decision.

How are client documents gathered into one place?

Documents received through your office kiosk, website, email, phone, or text stay with one client record. AI Front Desk and CRM then help your team identify and request what is still missing.

How does the AI know which documents are missing?

AI Front Desk and CRM use the client record, prior return, documents already received, open requests, and conversation history to maintain a client-specific checklist. The checklist updates as replies and uploads arrive.

Can our team control the follow-up?

Yes. Your team chooses the cadence, timing, and allowed channels, including office kiosk, website, email, phone, and text. Staff can pause, change, or take over a conversation at any time.

Do extracted numbers go straight into TaxSlayer ProWeb?

No. TaxAutomate organizes and extracts the information, but your preparer reviews the source and approves the supported values first.

What if someone changes a source document?

TaxAutomate detects that the binder revision changed. The old run cannot move forward; the current documents must be reviewed and approved again.

Who makes the final tax decisions and files?

Your authorized tax professional does. TaxAutomate performs supported automation, but it does not verify the TaxSlayer ProWeb entry, exercise tax judgment, complete final review, or file the return for your firm.

How is ProWeb different from the Desktop workflow?

This integration is configured for ProWeb's browser-based preparation environment. Desktop setup and operating assumptions should not be carried over automatically.

Does this page claim an unrestricted ProWeb API?

No. The integration uses the supported delivery configuration established for your firm. Availability does not imply a public API or unrestricted automated access.

Which ProWeb fields are supported?

Personal-information entry is available. The approved-document queue is not connected yet; W-2, 1099, and Schedule C document-driven entry remains in development. The walkthrough illustrates that intended workflow.

See the unified workflow

Book a demo to watch TaxAutomate do the work.

See available personal-information entry and walk through the planned approved-document handoff with our team.

Gather every client document in one recordReview the bookmarked PDF binderWatch the TaxSlayer ProWeb handoffSee preparer verificationKeep final review and filing with your firm