Current customers
Get help with your Tax Automate account.
Ask about product use, configuration, workflow questions, integrations, access, billing, or an issue affecting your team.
Request customer support →Tax Automate Support
Get to the right help—without another handoff.
Whether you need product guidance, implementation help, integration support, account assistance, or an answer before getting started, tell us what you are working on.
Start here
Two paths. One support team.
Choose the option that best describes where you are today.
Evaluating Tax Automate
Find out whether the platform fits your firm.
Discuss your current tax software, practice-management systems, client workflow, team structure, and automation goals.
Talk with Tax Automate →Help topics
Tell us what you need.
Each link prepares an email with the relevant subject so your request can be routed clearly.
P
Product help
Questions about Automated Tax Prep, Practice 360, or TaxAutomate AI Front Desk.
Ask for product help →I
Implementation
Onboarding, workflow mapping, configuration, training, or adoption questions.
Get implementation help →↔
Integrations
Tax software, CRM, practice management, calendar, communication, or payment connections.
Ask about an integration →A
Account access
Login, user access, roles, permissions, or account-administration questions.
Get account help →$
Billing
Subscription, invoice, payment, account plan, or billing-contact questions.
Contact billing support →S
Security & privacy
Security documentation, privacy questions, responsible disclosure, or suspected incidents.
Contact us securely →Help us help you faster
Include the context behind the issue.
Please do not email tax returns, Social Security numbers, passwords, or other sensitive client data. Describe the issue and we will guide you to an appropriate next step.
Product and pageWhere in Tax Automate were you working?
Expected outcomeWhat were you trying to complete?
What happenedShare the visible message or behavior.
Business impactTell us whether work is blocked or degraded.
Security concerns
Report a suspected security or privacy issue.
Use a clear subject line and avoid including sensitive client information in the initial email. We will respond with appropriate instructions.