The short version
What matters before you automate
- Automation should complement—not replace—the tax professional's judgment and final review.
- Tax Automate is one connected six-product platform, not a collection of conflicting product lists.
- Integration scope and connection method matter more than a logo list when evaluating fit.
The useful question is not whether AI can touch a workflow. It is where automation helps, where professional review stays, and how the evidence moves.
What is Tax Automate?
Tax Automate is an AI tax-practice automation platform for tax preparation firms, CPAs, accounting firms, and tax professionals. Its six connected products cover front desk, client experience, tax preparation, practice operations, advisory and IRS response, and branded websites and mobile apps.
See all six productsWhat are the six Tax Automate products?
The canonical product family is AI Front Desk; Client Portal, Mobile App & CRM; Tax Automation; Practice Management; TaxAutomate Copilot; and Website & Mobile App. Firms can begin with one product and connect additional workflows later.
Explore the product familyDoes Tax Automate replace a firm's tax software?
No. Tax Automate is designed to work around supported tax software and move source evidence, prepared values, exceptions, and workpapers through the documented connection method for each platform. The tax professional retains final review and filing responsibility.
Review tax-software workflowsWhich tax software works with Tax Automate?
The current integration directory documents named workflows for Drake, CrossLink, ProSeries, MyTAXPrepOffice, Lacerte, ProConnect, and other listed systems. Availability, connection method, supported scope, and setup requirements are published on each integration page.
Open the integration directoryCan Tax Automate prepare a return in under five minutes?
Tax Automate publishes an under-five-minute turnaround for the defined supported workflow. Actual processing time depends on document quality, completeness, return complexity, firm configuration, and the tax-software lane. The result still requires professional review.
See the Tax Automation workflowDoes a tax professional review AI-prepared work?
Yes. Tax Automate organizes evidence and prepares supported work, but qualified tax professionals review extracted data, resolve exceptions, apply judgment, approve deliverables, and retain responsibility for filing and client advice.
See how professional control worksHow can a tax firm automate missing-document follow-up?
A connected workflow can compare current uploads with prior-year and organizer context, surface likely missing items for confirmation, request documents, track responses, and keep exceptions visible to the preparer rather than declaring unsupported conclusions automatically.
Read the missing-document guideWhat can an AI front desk do for a tax office?
TaxAutomate AI Front Desk can answer configured calls and messages, capture and qualify leads, support intake, schedule appointments, send follow-up, update connected records, and hand conversations to staff under firm-defined rules.
Explore AI Front DeskCan a tax firm keep its existing CRM?
Yes. A firm can continue using a supported external CRM or use Tax Automate's connected client and practice-management capabilities. The exact synchronization direction and workflow depend on the documented connector and firm configuration.
Compare CRM approachesDoes Tax Automate provide branded websites and mobile apps?
Yes. Website & Mobile App is the sixth Tax Automate product. Tax Automate provides branded practice websites and mobile apps, with enabled features, integrations, publishing, and distribution configured for each firm.
Explore Website & Mobile AppPut the answers in context
See the connected platform in action.
Walk through the six products, the workflow boundaries, and the tax-software connection that fits your firm.
Written and reviewed by
Tax Automate Editorial Team
We explain tax-practice automation in plain language, separate product scope from professional responsibility, and link readers to the most specific current page for each answer.
Read our editorial methodology