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Client Portal · Mobile App · CRM

Tax client portal software. Every client action connected.

Clients upload documents, answer requests, book appointments, message your team, pay, and follow progress in one mobile-ready experience. Every interaction stays attached to the right client and next step—inside TaxAutomate or through supported connections to the practice software your firm already uses.

Book a demo Explore the client journey

Mobile-ready today. Packaged native delivery is scoped separately.

AM
Alex MorganIndividual · Active
RETURN PROGRESS
2025 Individual Tax ReturnIn progress

3 of 7 steps complete

CLIENT INFO
Assigned to
Jordan Smith
Last contact
Today
Source
Website
RECENT ACTIVITY
  1. Document uploadedW-2 · Today
  2. Message receivedDocument question · Today
  3. Appointment scheduledMay 21 · 10:00 AM
NEXT ACTIONS
9:41
HAWTHORNE TAXGood morning, AlexYour 2025 tax return
RETURN PROGRESS3 of 7 steps complete
In progress
NEXT ACTION
Upload requested documents2 items needed to keep your return moving
Review & e-sign1 signature request
Filed returns2024 filed copy available
Messages2 unread messages
ONE SHARED WORKFLOW
Client uploadCRM activitySignature requestNext actionFiled returnClient records
What is it?

One system for the client experience and the firm record behind it.

TaxAutomate Client Portal, Mobile App & CRM is tax client portal software for tax and accounting firms. Clients get a focused mobile experience for completing the work in front of them; the firm gets a CRM that keeps each action attached to the right client, engagement, owner, and next step.

Connected client lifecycle

One journey. Four coordinated surfaces.

The portal, mobile app, and CRM are the core product. Website Studio and Office Kiosk extend that experience into acquisition and the physical office.

RELATED EXTENSION

Website Studio

Turn the first visit into a booking or clear next step.

Explore websites
CORE PRODUCT

Client Portal & Mobile App

Requests, files, messages, appointments, payments, and progress.

See the client side
CORE PRODUCT

CRM

The connected client record, activity history, ownership, and next action.

See the firm side
OPTIONAL EXTENSION

Office Kiosk

Configured check-in, intake, document drop-off, and staff handoff.

Explore the kiosk
Built for both sides of the relationship

One clear next step for clients.
One complete record for your team.

CLIENT EXPERIENCE · MOBILE APP

Make the next action obvious.

The tax client portal keeps essential actions close together so clients can respond without searching old messages or guessing what comes next.

Requests

See what the firm needs and respond from one place.

Document requests

Upload requested source documents and see what the firm received.

Returns & records

Access filed returns, delivery copies, and available records organized by tax year.

E-signatures

Review and complete signature requests through the firm’s configured signing workflow.

Appointments

Book, reschedule, and review upcoming meetings.

Messages

Keep client and firm conversations together.

Invoices & payments

View invoices and complete available payments.

Return progress

Follow firm-verified progress through review, signature, filing, and delivery.

9:41
HAWTHORNE TAXGood morning, AlexYour 2025 tax return
RETURN PROGRESS3 of 7 steps complete
In progress
NEXT ACTION
Upload requested documents2 items needed to keep your return moving
Review & e-sign1 signature request
Filed returns2024 filed copy available
Messages2 unread messages
AM
Alex MorganIndividual · Active
RETURN PROGRESS
2025 Individual Tax ReturnIn progress

3 of 7 steps complete

CLIENT INFO
Assigned to
Jordan Smith
Last contact
Today
Source
Website
RECENT ACTIVITY
  1. Document uploadedW-2 · Today
  2. Message receivedDocument question · Today
  3. Appointment scheduledMay 21 · 10:00 AM
NEXT ACTIONS
TEAM EXPERIENCE · CRM

Keep the relationship and the work in context.

The CRM for tax professionals connects every client action to the staff-side record, reducing the need to reconstruct the story across separate systems.

Connected client records

Keep people, entities, engagements, and activity in context.

Interaction history

See messages, appointments, uploads, and team follow-up together.

Ownership and next actions

Make the responsible person and next step visible.

Engagement context

Carry requests and documents into the work they support.

TaxAutomate CRM comes first

Keep client activity connected to the work.

Use TaxAutomate CRM to keep client information, messages, requests, documents and appointments in one shared record. If your firm already uses another practice-management system, we can review the information you want to move and confirm the available connection options for that system.

Practice management & CRM See all integrations
TAXAUTOMATE AI FRONT DESK

Client activity captured

  • Inquiry or message
  • Intake completed
  • Appointment booked
  • Follow-up outcome
TAXAUTOMATE CRM

One client record

Keep messages, requests and appointments in the context of the client and the work your team is responsible for.

External system connections are reviewed separately.
How work moves forward

From client request to accountable next action.

  1. 01

    Request

    Your team or the client starts a request, appointment, or task.

  2. 02

    Respond

    Messages, documents, and requested details arrive in one flow.

  3. 03

    Update

    Progress and activity update the connected client record.

  4. 04

    Act

    The owner sees the next step and moves the engagement forward.

Connected tax automation

Automate tax workpaper preparation—without disconnecting the client request.

The client portal is the front end of a larger tax workflow automation. When supported documents and responses arrive, TaxAutomate can carry that context into tax preparation automation workflows built to organize evidence, prepare source-linked workpapers, and surface exceptions for professional review.

Explore tax preparation automation
  1. 01

    Collect the source evidence

    Keep requested documents and client responses attached to the engagement they support.

  2. 02

    Prepare connected workpapers

    Organize supported source documents into review-ready workpaper context.

  3. 03

    Route exceptions to review

    Keep incomplete or judgment-based items visible to the responsible tax professional.

Connected when you need them

Extend the same journey to your website and office.

Website Studio and Office Kiosk belong in the ecosystem—but they remain clear, separately explained buying decisions.

TAXAUTOMATE OFFICE

Bring configured check-in and intake into the physical office.

Give walk-ins and scheduled clients a guided path to check in, complete approved intake, drop off documents, and hand off to staff.

Explore Office Kiosk
Frequently asked questions

What tax firms should know.

Is TaxAutomate a client portal, mobile app, or CRM?

It connects all three experiences. Clients use a mobile-ready portal to complete requests, exchange documents, manage appointments, communicate, and follow progress. Staff work from the connected CRM record behind those actions.

Is the mobile app available in public app stores?

A packaged native App Store or Google Play release is not currently claimed. The current client experience is mobile-ready and is being presented as a preview; native delivery is scoped separately.

Can clients upload tax documents and respond to requests?

The preview experience includes document upload and status, organizer follow-up, messages, appointments, and return-progress views. The exact workflow is configured around the firm’s supported services.

Can clients sign documents and access filed tax returns?

Clients can be routed through the firm’s configured e-signature workflow and, when the firm makes them available, access filed-return copies, delivery documents, and other records organized by tax year. Signing provider, document visibility, and retention scope are confirmed during implementation.

Does the CRM replace our tax software?

No. TaxAutomate is designed to manage the client relationship and operational work around preparation while the firm keeps the tax software it trusts.

Can we keep an existing practice-management system?

Yes. TaxAutomate includes its own CRM, and firms already invested in another system can discuss the handoffs they want to retain. Connection options vary: an implemented connector, a staff-managed document transfer, or a workflow that needs further review. A system mention does not imply automatic synchronization.

Where do Website Studio and Office Kiosk fit?

They are connected extensions. Website Studio supports the first digital visit and conversion path. Office Kiosk brings configured check-in, intake, and document drop-off into a physical location. Neither is required to understand the core Client Portal, Mobile App & CRM product.

CLIENT PORTAL, MOBILE APP & CRM

A better client experience. A better operating record.

See how TaxAutomate can connect the client-facing work to the team responsible for moving it forward.

Book a personalized demo