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About your practice

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What software does your firm use? Select all that apply
Select your software
Start with one workflow. Expand when your practice is ready.

Turn busywork into capacity

Take on more returns without adding more admin.

TaxAutomate handles the chasing, organizing, rekeying and status updates that consume your team’s day—so clients keep moving and preparers stay focused on review.

Get pricing for my firm See the work we remove
Fewer client follow-upsLess manual data entryMore capacity for client work
Tax professional reviewing source documents in a modern tax office while colleagues meet with a client More capacity · Same team
TaxAutomate at workClients keep moving.
Preparers keep reviewing.

The follow-up, organizing, rekeying and status updates happen around your team—not on top of them.

Pricing built around your practice
Your firm · Your workflow · Your price

Build your TaxAutomate plan.

Start with one bottleneck or choose the complete platform. We will shape the scope around your systems, team and volume.

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Choose the work you want off your team’s plate.

Pick one bottleneck or combine several. We’ll price the scope around your firm.

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Can I start with one product?

Yes. Start with the workflow creating the most friction and expand when your practice is ready.

What affects pricing?

Pricing reflects the workflows selected, practice volume, team and office structure, integrations, and implementation needs.

Are setup and integrations included?

Your proposal will state the configuration, supported integrations, training, and launch support included in your scope.