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AI automation built around your team

Make room for the work only your team can do.

TaxAutomate handles repetitive work across your front office, client intake, document processing, tax preparation, follow-up, and workflow—so your professionals can focus on review, relationships, and higher-value decisions.

Find the right solution Book a practice review
Start with one workflow Keep the software you already use Expand as your firm grows
Tax professionals working in a modern office
TaxAutomateWorkflows
New Client IntakeOn track
Document ProcessingIn progress
Return PreparationIn review
Client Follow-upsAutomated
Advisory OpportunitiesReady
More capacity. More returns. Stronger client relationships.
Happier clients.
A more productive team.
Solutions for every type of firm

Choose the operating model that complements your workflow—and strengthens your team.

Every firm works differently. Choose the path that looks most like your practice today, then see where TaxAutomate can remove repetitive work, reduce handoffs, and create more capacity.

Tax Preparation Firms

Prepare more returns. Add less manual work.

Connect intake, documents, tax preparation, review, delivery, and client follow-up in one workflow.

  • Reduce repetitive data entry
  • Keep documents and returns moving
  • Automate reminders and client follow-up
  • Give preparers more time to review
TaxAutomate return workflow dashboard
See Tax Preparation Automation
CPA & Advisory Firms

Turn tax work into year-round client value.

Connect compliance work with planning, advisory opportunities, IRS notices, client history, and professional review.

  • Keep tax and advisory context together
  • Surface opportunities from client work
  • Reduce time spent researching history
  • Spend more time advising—not chasing
Tax professional advising a client
Explore CPA & Advisory
Accounting & Bookkeeping Firms

Keep recurring client work moving—without the chase.

Bring documents, client requests, recurring tasks, deadlines, approvals, billing, and communication into one workflow.

  • Automate recurring client requests
  • Know what is waiting, late, or complete
  • Keep your team and clients aligned
  • Close the month with fewer follow-ups
Monthly Bookkeeping
Collect documentsComplete
Reconcile accountsIn progress
Prepare reportsNot started
Client reviewNot started
Explore Accounting & Bookkeeping
Solo & Small Practices

Run a bigger practice without a bigger back office.

Let TaxAutomate handle repetitive administrative work behind inquiries, appointments, organizers, documents, client questions, and tax preparation.

  • One place to run the client journey
  • Less administrative work
  • Fewer missed follow-ups
  • More capacity without adding staff
Tax professional helping a client
Explore Solutions for Small Practices
Growing Firms

Grow the firm—not the handoffs.

As clients, employees, and locations increase, TaxAutomate keeps workflows, client context, assignments, reviews, deadlines, and reporting connected.

  • Standardize how work moves through the firm
  • See workload and bottlenecks
  • Reduce handoffs and dropped follow-ups
  • Add capacity without operational chaos
A growing tax firm team working together
Explore Solutions for Growing Firms
Large & Multi-office FirmsRoadmap

Unify your firm. Scale with confidence.

For multi-office and enterprise firms, TaxAutomate delivers standardized workflows, visibility across teams and locations, and the control to scale efficiently.

  • Consistent processes across locations
  • Centralized client and document data
  • Role-based access and compliance
  • Real-time reporting and firm-wide visibility
Leaders from a multi-office firm meeting together
Explore Enterprise Solutions
Find your fit

Start with the problem you want to solve.

Different goals. The same connected platform. See which path helps you get there.

What matters most?Tax Preparation FirmsCPA & Advisory FirmsAccounting & Bookkeeping FirmsSolo & Small PracticesGrowing FirmsLarge & Multi-office Firms
You want to…Prepare more returnsDeliver more advisoryStop chasing monthly workDo more with a lean teamScale without chaosUnify across locations
Start with…Intake → Prep → ReviewTax → Planning → AdvisoryRecurring client workflowFront office → Intake → PrepFirm-wide workflowMulti-office implementation
Biggest gainCapacityClient valueConsistencyTimeScaleControl
Work with what you already have

Keep your software. Connect the work around it.

TaxAutomate works alongside the tax, practice-management, communication, document, scheduling, and business tools your firm already relies on.

Tax SoftwareDrake, Lacerte, ProSeries, and more
CRM / Practice ManagementTaxDome, Canopy, Karbon, and more
Document StorageDrive, Dropbox, OneDrive, SharePoint
Email, SMS & WhatsAppKeep conversations connected
Calendars & SchedulingCoordinate real availability
E-signaturesConnect approved signature workflows
Ready when you are

You don’t need to change how your firm works. You need to remove the work slowing it down.

Tell us where your team is spending too much time. We’ll help you identify the best workflow to automate first.

No rip-and-replace No all-or-nothing rollout Start where the value is clearest