Choose the solution page that matches your firm.
Start with Tax Preparation Firms, CPA & Advisory Firms, or Accounting & Bookkeeping Firms. Product pages separately explain the software behind each workflow.
Use the same name from the menu through the page.
Each audience has one clearly named solution page. Products and workflows remain separate so buyers always know whether they are viewing a firm solution or a software product.
Tax Preparation Firms
Classify documents, prepare supported entry plans or outputs, surface exceptions, and hand the return to a professional through the configured tax-software lane.
See exact scope →CPA & Advisory Firms
Classify notices, organize deadlines and requested evidence, prepare response drafts for professional review, and connect completed returns to year-round tax planning.
See exact scope →Accounting & Bookkeeping Firms
Manage clients, work, communications, accounting, and professional handoffs from one operating context or connect supported external systems.
See exact scope →Connect the systems and services around the three firm pages.
These capabilities support the client lifecycle without being presented as additional firm types.
Acquire
TaxAutomate AI Front Desk
Answer calls and messages, qualify prospects, support clients, collect intake, schedule appointments, manage follow-up, and connect every front desk action to the client record.
See exact scope →Website & Mobile App Studio
Create a branded practice website now and evaluate the connected mobile client experience without overstating store-ready delivery.
See exact scope →Onboard
Client Journey Automation
Guide engagement, prior-year context, organizer questions, document collection, follow-up, and the professional handoff through one client journey.
See exact scope →Cloud Files
Browse, import, and export authorized files through configured Google Drive, Dropbox, OneDrive, and SharePoint connections.
See exact scope →Prepare
Complete
Delivery, E-signature, Invoicing & Payments
Coordinate the commercial and delivery closeout around implemented invoicing and payments while clearly separating preview signature and unified delivery gates.
See exact scope →Client Concierge
Give clients a focused mobile experience for documents, messages, appointments, return progress, and evidence-grounded next actions.
See exact scope →Front Office Kiosk
Welcome clients, complete check-in and intake, capture documents, notify staff, and continue the workflow securely from the firm's front office.
See exact scope →Operate
Scale
Start with the return workflow creating the most friction.
We will map document intake, tax software, review, and handoff boundaries before recommending a package. Expand into the complete practice only where it creates measurable value.
Map my tax-prep workflow →