01
AI Front Desk
Answer and qualify inquiries from your website, phone, text, Facebook, Instagram, Yelp, Thumbtack, and Angi—then collect intake, book appointments, and keep every next step connected.
NATP Las Vegas, bring your busiest workflow. Leave with a better one.
October 21–22, 2026 · Paris Las Vegas
See how TaxAutomate connects your AI Front Desk, client intake and follow-up, document collection, tax preparation, practice management, and advisory and IRS-response work.
TaxAutomate
Good morning, Taylor.
Here’s what’s moving your firm forward.
01New inquiry
02Intake sent
03Documents in
04Tax prep
05Review
06Client follow-up
- 01AI Front Desk
- 02Client Intake & Follow-up
- 03Document Collection
- 04Tax Prep Automation
- 05Practice Management
- 06Advisory & IRS Response
One connected platform. Six ways to clear the bottlenecks in your tax practice.
Start with the pressure point that slows your firm down. Connect the rest when you’re ready.
02
Client Intake & Follow-up
Keep requests, reminders, messages, and next steps moving without adding more chasing to your team’s day.
03
Document Collection
Give clients one secure, mobile-ready place to upload documents, respond to requests, and see what comes next.
04
Tax Prep Automation
Turn source documents into linked workpapers, prepared values, and exceptions ready for professional review.
05
Practice Management
Control owners, deadlines, requests, reviews, blockers, billing, and delivery from one connected view.
06
Advisory & IRS Response
Bring returns, notices, documents, and client history together for professionally reviewed work.
Keep your tax software. Automate the work around it.
Desktop and browser-based products use different connection methods. We’ll show the supported workflow for your exact preparation environment and keep professional review in your firm’s control.
Desktop and Windows workflows
Drake Tax · Intuit ProSeries · Intuit Lacerte · UltraTax CS · CrossLink Tax · ATX Tax · TaxSlayer Pro Desktop
Browser-based workflows
Intuit ProConnect Tax · TaxSlayer Pro Web (ProWeb) · OLT Pro
Front office + Client360
MyTAXPrepOffice
Connection method and supported scope vary by product. We’ll map the correct workflow for your software edition and firm setup during the demo.
Book a demo built around your firm.
Bring the workflow that costs your team the most time. We’ll map it live and show where TaxAutomate can reduce handoffs, rekeying, chasing, and status-checking.
- A walkthrough tailored to your practice
- Your biggest bottleneck mapped live
- Your current tax-software workflow included
- Clear next steps—no pressure
OCT 21–22Paris Las Vegas
Las Vegas, Nevada
Las Vegas, Nevada