Six products.
One client record.Run the whole firm.
Win the client, collect the documents, prepare the return, run the practice, and deliver year-round advice with six connected TaxAutomate products.
One connected client journey
See how the whole firm moves together.
The identity, conversations, documents, tasks, approvals, and tax history stay connected as the work moves forward.
- 01Attract
Turn every digital doorway into the start of one client relationship.
Your branded website and mobile experience connect service pages, booking, intake, and client actions to TaxAutomate from the first click.
- Practice-specific website and app
- Booking and lead capture
- Connected calls to action
- 02Respond
Answer immediately, qualify the opportunity, and keep the conversation moving.
Calls, texts, chat, Facebook, WhatsApp, Yelp, Thumbtack, Angi, and website inquiries flow into one responsive front desk that can answer, qualify, book, and follow up.
- Omnichannel conversations
- Lead qualification
- Appointments and follow-up
- 03Onboard
Give every person and every action a home in the same client record.
The client completes intake, uploads documents, signs, pays, messages the firm, and follows progress while staff see the full relationship and next action.
- One client record
- Portal and mobile actions
- Documents, messages, and payments
TaxAutomate productClient Portal, Mobile App & CRM
Explore productCompleted intake becomes organized tax work
- 04Prepare
Convert client documents into review-ready work with the evidence attached.
TaxAutomate organizes the binder, classifies source documents, prepares source-linked values, and surfaces exceptions so professionals can review the work efficiently.
- Bookmarked workpaper binder
- Source-linked preparation
- Exceptions ready for review
- 05Operate
Coordinate the people, deadlines, approvals, and client promises around the return.
Owners and reviewers work from the same status, requests, blockers, deadlines, signatures, billing, filing, and delivery milestones already attached to the client.
- Owners and deadlines
- Review and signature controls
- Billing, filing, and delivery
- 06Advise
Turn completed tax work into the next valuable client conversation.
Copilot brings returns, documents, notices, communication history, and professional judgment together for planning, advisory, and IRS response work.
- Client-aware tax research
- Planning and notice workflows
- Professional approval before action
TaxAutomate productTaxAutomate Copilot
Explore productAdvice and follow-up return to the same record
One record keeps every team and product in context.
- Identity & consent
- Conversations & appointments
- Documents & source evidence
- Tasks & review status
- Return & service history
Start with one bottleneck. Build one connected firm.
See how TaxAutomate can connect the client journey you run today, then add the products your team needs next.
Book a connected workflow demo