The in-office front door
Turn every in-office arrival into a connected client workflow.
Extend TaxAutomate into the physical office so walk-in and scheduled clients can identify themselves, check in, scan documents, complete approved steps, and continue securely on a phone.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Document and ID capture
Guided intake questions
Staff notification
Appointment routing
Secure phone handoff
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Identify
Recognize a new or returning client under a privacy-safe flow.
Check in
Notify staff and show the approved next step.
Complete
Handle configured scanning, intake, booking, payment, or signature steps.
Clear
End the session, remove local state, issue a receipt, and hand off securely.
Straight answers
Know what you are buying—and what remains outside the claim.
Is the kiosk available now?
Yes. Front Office Kiosk is available through TaxAutomate AI Front Desk for configured firm locations.
How is a kiosk deployment controlled?
The firm configures location rules, approved intake steps, role permissions, privacy controls, staff escalation, and session handling before launch.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.