Respond to every inquiry
Answer website inquiries, phone calls, texts, Facebook, and Instagram messages; capture the prospect, route the conversation, and keep the next step visible.
Practice management
Tax practice management software built to run the whole firm.
Clients. Work. Deadlines. Reviews. Billing. One connected operating system for tax and accounting firms.
One system from intake to invoice.
Search engagements
ClientEngagementStageBlockerOwnerDueBillingNext action
Carter Holdings1120-S returnReviewK-1s missingJamie DavisSep 15Not billedRequest K-1s
Nguyen Family1040 returnPreparationOrganizer incompleteKim WatsonSep 18Time entryReview organizer
Ridgeway Dental1065 returnIn progressNo blockerRiley ReynoldsSep 20WIP openComplete workpapers
Miller VenturesQuarterly estimateReady to billAuthorizationJamie DavisSep 24ReadyCreate invoice
One connected path from first inquiry to paid engagement.
Every prospect conversation, client action, internal handoff, professional review, and revenue step stays connected.
- 01
- 02
Start the client & engagement
Create the client or entity, choose the service, assign the owner, set the deadline, and establish the fee.
- 03
Collect intake & documents
Give clients one place to complete the organizer, upload files, answer requests, message the firm, and see what comes next.
- 04Your customizable workflow command center
Control the work
Configure stages, owners, deadlines, review gates, automations, and next actions around how your firm operates—then control every engagement from one view.
- 05
Review & resolve
Route work to the right reviewer, surface open items, return corrections, and keep professional approval visible.
- 06
Authorize & deliver
Capture client answers and authorization, record filing status, and deliver final documents from the same engagement.
- 07
Bill, close & recur
Turn completed work into an invoice, track payment, preserve the service history, and open the next recurring engagement.
Know what is happening now—and what needs to happen next.
TaxAutomate keeps the engagement, client response, workload, review status, and billing context connected so your team can intervene before work stalls.
Disconnected practice
Status lives in a spreadsheet.
Client delay lives in email.
Capacity lives in someone’s head.
Billing is reviewed after the work.
Connected in TaxAutomate
Stage, blocker, owner, and deadline stay together.
Requests and messages stay with the engagement.
Workload and review queues remain visible.
WIP and invoice status stay connected to delivery.
02
Everything around the engagement stays connected.
Client & entity records
Contacts, entities, services, activity, and engagement history.
Engagement workflows
Owners, stages, due dates, dependencies, recurring work, and review gates.
Documents & communication
Requests, files, messages, and internal notes tied to the work.
Workload & review
Assignments, blocked work, reviewer queues, and upcoming deadlines.
Accounting & invoices
WIP, invoices, payment status, and service history.
Reports & administration
Firm status, workload, billing, users, roles, and operational reporting.
03Qualified professionals retain judgment, review, authorization, filing, and delivery responsibility.
One platform. One client record. One accountable workflow.
TaxAutomate is designed to be the system your firm works in every day—from the first client interaction through engagement delivery and payment.
No separate client database to reconcile.
No disconnected task board to interpret.
No month-end hunt for billing context.
Client records & CRM
People, entities, services, activity, and relationship history.
Work & deadlines
Engagements, owners, stages, blockers, review, and delivery.
Documents & communication
Requests, files, messages, notes, and client follow-up.
Billing & reporting
WIP, invoices, payment status, workload, and firm visibility.
04
Prove one workflow. Then run the whole firm.
- 1
Map
One real engagement, its bottlenecks, client touchpoints, and team handoffs.
- 2
Configure
Roles, stages, permissions, owners, deadlines, and review gates.
- 3
Validate
Client requests, team handoffs, exceptions, and accountable owners.
- 4
Launch
Bring the proven operating model across services, teams, and offices.
05
Tax practice management software: practical questions.
What is tax practice management software?+
Tax practice management software is the complete product a tax or accounting firm uses to run client records, engagements, tasks, documents, communication, deadlines, workload, review, billing, and delivery. Unlike a generic task tool, every action remains attached to the client and the service being delivered.
How does TaxAutomate help a firm run more profitably?+
TaxAutomate does not promise a specific margin result. It gives owners and operations leaders earlier visibility into blocked work, workload, review queues, WIP, invoice status, and service history so they can address operational issues before month-end or a filing deadline.
Can TaxAutomate run our firm’s full practice-management workflow?+
Yes. TaxAutomate is designed to serve as the firm’s practice-management operating system—from client intake and CRM through engagements, documents, communication, deadlines, review, billing, and delivery. Your rollout is configured around the services, roles, permissions, and approval gates your firm actually uses.
Does TaxAutomate replace our tax-preparation software?+
No. Tax-preparation software remains responsible for return calculation, diagnostics, authorization, and filing. TaxAutomate owns the firm operations surrounding that work: clients, requests, documents, communication, deadlines, assignments, professional review, billing, and delivery.
How are client experience and firm operations connected?+
The client portal and mobile app are part of the same TaxAutomate platform your team uses. Requests, files, messages, appointments, payments, and progress stay attached to the same client and engagement context instead of becoming separate work for the firm to reconcile.
How does TaxAutomate support professional review?+
Assignments, open items, reviewer queues, corrections, and firm-defined approval gates remain visible in the engagement. Qualified professionals retain responsibility for judgment, final review, authorization, filing, and client delivery.
How do we move our firm into TaxAutomate?+
A practical rollout starts with one representative engagement, configures the client and team handoffs, validates responsible owners and review gates, and then applies that operating model across the firm. The destination is one complete TaxAutomate practice-management platform—not another layer for your team to maintain.
What should we bring to a practice-management demo?+
Bring your firm size, services, office structure, tax-preparation software, and one real workflow that creates delay, rework, scope drift, or billing friction. We will use that workflow to show how the complete TaxAutomate product would run it.
Bring us the workflow that creates the most fire drills.
We’ll map one real engagement, the client experience, and the handoffs your team needs to control.