The full client story on one platform: an AI front desk that answers and books every lead, automated prep that turns documents into review-ready returns in your tax software, and Practice 360 that keeps clients managed after filing.
Professional judgment, approval, authorization, and filing stay with your firm.
During busy season, calls go to voicemail and web inquiries sit unanswered—prospective clients book with whichever firm responds first.
Files, answers, and follow-ups can enter through different channels without one visible intake path.
Time is lost locating support, interpreting handoffs, and re-keying information that already exists.
Incomplete workpapers and unclear sources create another round of questions before sign-off.
When waiting work is invisible, balancing preparers, reviewers, and deadlines becomes reactive.
Winning the client happens before intake. Keeping the client happens after filing. Tax preparation firms run all three phases on one connected platform.
Win the client
Every call, chat, text, and email answered 24/7—leads captured and qualified, appointments booked, and intake started before a preparer ever touches the file.
Prepare the return
Client documents become organized workpapers and review-ready returns in the professional tax software your firm already uses.
Keep the client
After filing, the relationship keeps moving—planning opportunities, IRS notice response, tasks, billing, and client communication in one connected view.
TaxAutomate AI Front Desk
The firms that answer first win the work. The AI front desk answers every call, chat, text, and email around the clock—qualifying leads, booking appointments, and starting intake so returns enter your queue ready to move.
And after filing, Practice 360 keeps the relationship moving—tax planning, IRS notice response, tasks, billing, and client communication.
Answer every lead, book the appointment, and hand intake to the team with context attached.
Start with organized documents, prepared values, and visible open items.
Trace prepared values to source evidence and focus judgment where it is needed.
See where returns are waiting and where capacity needs attention.
A controlled first workflow gives your team something concrete to validate before you broaden the scope.
Document how one client moves today: where leads call in, where files arrive, who prepares, where review happens, and which tax software receives the work.
Choose one return workflow, define the handoffs and review gates, and configure the connection method for your firm.
Run a controlled first lane, validate the output with your team, and expand only after the workflow is working as expected.
We start by confirming the exact return workflow and connection method your firm would use.
Currently configurable workflows
DrakeAvailable for configured supported workflowsProSeriesAvailable for configured supported workflowsCrossLinkAvailable for configured supported workflowsATXAvailable for configured supported workflowsMyTAXPrepOfficeAvailable for configured supported workflowsRoadmap—not presented as available
LacerteRoadmapProConnectRoadmapExplore Tax Automation product detailsNo. TaxAutomate organizes and prepares supported work around the professional tax software your firm already uses. Your tax software remains the calculation, diagnostics, authorization, and filing system of record.
Your firm sets a review gate before the configured tax-software handoff, then qualified professionals review diagnostics, reconcile the calculated return, apply judgment, authorize, and control filing.
Start with a repeatable return workflow where the document intake, preparation steps, review owner, and tax-software lane are already understood. The first goal is a controlled, reviewable handoff—not maximum scope.
Map one real return through the proposed lane, verify supported document and field coverage, trace prepared values to evidence, test exception handling and recovery, and confirm exactly where approval occurs.
Yes. TaxAutomate AI Front Desk answers phone calls, web chat, SMS, and email 24/7, captures and qualifies leads, books appointments, and starts document intake. After filing, Practice 360 manages the ongoing relationship—tax planning, IRS notice response, tasks, billing, and client communication.
Bring the tax software and return type your team uses today. We’ll map the full story—how leads get answered and booked, how returns move through prep and review, and how clients stay managed after filing.