Tax Automate

One platform across the practice

AI Front DeskAI receptionist, client service, lead qualification, intake, booking, follow-up, and connected system updates for tax pros.Client Portal, Mobile App & CRMGive clients a mobile-ready portal while every action updates the connected client record.Tax AutomationTransform source documents into source-linked workpapers, prepared values, and exceptions ready for review.Practice ManagementControl workload, owners, deadlines, requests, reviews, billing, and delivery from one operating view.TaxAutomate CopilotTurn completed returns, documents, notices, and client history into review-ready Advisory & IRS Response work.Website & Mobile AppLaunch a digital front door from a practice-specific template. Customize your brand, services, booking, and client experience.
Explore all products
Tax automation at the coreMove more returns without adding more manual work.

Bring onboarding, documents, supported tax-software data entry, exceptions, and professional review into one connected workflow.

  • Prior-year-aware document requests
  • Supported tax-software data entry
  • Exceptions surfaced for professional review
Book a demoExplore tax firms
By firm type
Tax Preparation FirmsConnect intake, documents, preparation, review, tax-software handoff, and filingCPA & Advisory FirmsConnect tax work, professional review, planning, advisory, and IRS responseAccounting & Bookkeeping FirmsRun client work, documents, assignments, billing, and reporting together
By firm size
Solo & small practicesStart with front desk, onboarding, documents, and tax preparation automationGrowing firmsConnect client work, preparation, review, delivery, billing, and advisoryLarge & multi-office firmsCoordinate capacity, controls, identity, reporting, and locations
By operating need
Improve client onboardingEngagement, organizer, documents, reminders, and handoffDeliver a better client experienceMessages, documents, appointments, progress, and next actionsRun the physical front officeKiosk check-in, intake, scanning, appointment handling, and secure staff handoffKeep and connect your current stackSee TaxAutomate's tax, practice, accounting, and cloud connections
Explore the complete practice journey
Right-sized for your firmStart with the pressure point. Expand into the full practice journey.

A small practice should not have to buy an enterprise operating model. A larger firm should not be boxed into a point solution.

  • Focused packages for small practices
  • Connected workflows for growing firms
  • Controls and coordination for multi-office teams
Find your starting point Talk to us
Tax software
DrakeProSeriesLacerteProConnectCCH AxcessUltraTaxCrossLink
Practice systems
TaxDomeKarbonCanopyLiscioSmartVaultView all integrations
Accounting & files
QuickBooks OnlineXeroShareFileGoogle DriveOneDriveDropboxBox
Keep the stack you trustAdd automation around the software your firm already uses.

Connect tax software and practice systems so documents, work status, and handoffs move with less re-entry.

Explore all integrations Talk through your current stack
Learn, compare, and implement
Resource libraryPractical guides for modernizing tax-firm operationsBlog & InsightsResearch, workflows, controls, and growth ideasCase studiesCustomer outcomes and operating resultsTax software guidesSee how automation fits Drake and other tax softwareComparison guidesEvaluate TaxAutomate against point solutionsDocumentationImplementation details, security, and supported workflows
Drake workflow guideAI vendor evaluationCapacity planning
Built for informed buyersSee where automation fits before you change your workflow.

Use our tax-software guides, workflow articles, and comparisons to evaluate the right starting point for your firm.

Explore insights Ask us about your workflow
Pricing
Book a demo
Products
All productsAI Front DeskClient Portal, Mobile App & CRMTax AutomationPractice ManagementTaxAutomate CopilotWebsite & Mobile App Studio
Solutions
All solutionsTax Preparation FirmsCPA & Advisory FirmsAccounting & Bookkeeping FirmsHigh-volume & multi-office firmsImprove client onboardingDeliver a better client experienceRun the physical front officeKeep and connect your current stack
Integrations
All integrationsDrakeProSeriesLacerteProConnectCCH AxcessTaxDomeKarbonCanopy
Resources
Resource libraryBlog & InsightsCase studiesDocumentationDrake automation guidesComparison guides
PricingBook a demo
Sign InGet Started
Website & Mobile App Studio

Choose a website built for a tax or accounting practice.

Start with the practice model and client experience that fit your firm. Then change the brand, photography, services, content, contact details, and calls to action.

Browse all 50 websitesManage my website
Included with every website
  • Editable brand and content
  • Services and contact pages
  • Blog and newsletters
  • Working tax calculators
  • Consultation booking
  • Connected mobile experience
⌕
50 websites for tax and accounting practices
Showing 1–9
Northstar homepage preview
View live website ↗

01 Northstar

CPA & advisory firms

Editorial · Tax & Advisory

Lead with proactive annual planning, then convert visitors through a consultation or an educational calculator.
Open website ↗
Pinecrest homepage preview
View live website ↗

02 Pinecrest

Accounting & bookkeeping

Data-forward · Accounting & Tax

Sell an ongoing monthly relationship by foregrounding reporting cadence and operational visibility.
Open website ↗
Summit homepage preview
View live website ↗

03 Summit

CPA & advisory firms

Cinematic · Advisory

Position the firm as a senior decision partner and qualify higher-value strategy engagements.
Open website ↗
Ledger & Lane homepage preview
View live website ↗

04 Ledger & Lane

Accounting & bookkeeping

Minimal · Bookkeeping

Make a recurring bookkeeping package feel simple, dependable, and easy to start.
Open website ↗
Commonwealth homepage preview
View live website ↗

05 Commonwealth

Enterprise & multi-office

Institutional · Enterprise CPA & Advisory

Build institutional trust across a multi-office firm, then route complex clients through assurance, tax, advisory, industry, leadership, and location pathways.
Open website ↗
Foundry homepage preview
View live website ↗

06 Foundry

Solo & EA practices

Playful · Enrolled Agent

Use approachable product language and transparent next steps to convert digital-first independent workers.
Open website ↗
Harbor Tax homepage preview
View live website ↗

07 Harbor Tax

CPA & advisory firms

Real estate · Real Estate Tax

Route investors by acquisition, operation, or disposition stage and convert through a property strategy review.
Open website ↗
Vantage homepage preview
View live website ↗

08 Vantage

Enterprise & multi-office

Enterprise · Enterprise CPA & Advisory

A multi-office enterprise model that cross-sells assurance, tax, and transformation consulting through industry teams.
Open website ↗
Evergreen homepage preview
View live website ↗

09 Evergreen

Accounting & bookkeeping

Organic · Accounting

Signal shared values first, then sell integrated accounting and tax support.
Open website ↗
From selection to launch

Choose. Customize. Publish.

The design is the starting point. Your firm’s brand, expertise, and client journey make it yours.

1

Choose the right practice model

Start with a structure and conversion path that match how your tax or accounting firm works.

2

Make every detail yours

Change colors, images, services, contact information, articles, and calls to action.

3

Connect and publish

Add your domain, calendar, newsletter, client portal, and mobile destinations when ready.

Tax Automate

One connected operating platform for AI Front Desk, client workflows, tax preparation, practice management, and Advisory & IRS Response.

Products

  • AI Front Desk
  • Client Portal, Mobile App & CRM
  • Tax Automation
  • Practice Management
  • TaxAutomate Copilot
  • All Products →

Solutions

  • Tax Preparation Firms
  • CPA & Advisory Firms
  • Accounting & Bookkeeping Firms
  • Professional Review
  • Client Concierge
  • Website & Mobile App Studio
  • Front Office Kiosk
  • Enterprise & Multi-office
  • All Solutions →

Integrations

  • Drake Tax
  • ProSeries
  • Lacerte
  • UltraTax CS
  • CCH Axcess
  • All integrations →

Resources

  • Resource Library
  • Blog & Insights
  • Case Studies
  • Documentation
  • Pricing
  • TaxAutomate vs Juno
  • TaxAutomate vs Filed
  • TaxAutomate vs TaxGPT

Company

  • About
  • Contact
  • Request Demo

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