Your current workflow
Where time is spent, work gets stuck, and handoffs create friction.
Find the bottlenecks holding your tax practice back.
Book a focused 30-minute Practice Automation Review. We'll learn how your firm works today, surface the biggest friction points, and identify practical opportunities to automate.
30 minutesVideo callNo obligation
Your practice workflow
Client intakeOnboarding & document requests
PreparationData entryTax preparation
Review & deliveryProfessional reviewClient delivery
Year-roundNoticesPlanning & advisory
We'll focus on the handoffs that create the most manual work.
What we'll cover
Enough context to understand the practice, without turning the call into an interrogation.
Tax software & return volume
The tools you use, the returns you handle, and the shape of tax season.
Front office & client intake
How clients find you, onboard, send information, and get answers.
Preparation automation
Document flow, data entry, review steps, and supported handoffs.
Notices, planning & advisory
How your team handles follow-up and year-round client needs.
Fit & next steps
Where TaxAutomate may help and what a sensible next step looks like.
Book your 30-minute Practice Automation Review
Tell us about your practice, then choose an exact appointment from the live booking calendar.
TaxAutomate Practice Automation Review
Choose a time that is actually available
See current availability and book the exact date and time through the connected TaxAutomate calendar.
30 minutesGoogle Meet after bookingNo obligation
What to expect
A useful conversation about your practice—not a high-pressure sales call.
A practical working session
We listen first, ask focused questions, and map the workflow creating the most pressure.
A discussion shaped around your firm
The conversation follows your software, return mix, team, and priorities—not a generic product tour.
Next steps only if there is a fit
If TaxAutomate looks relevant, we will recommend a tailored follow-up. There is no obligation.
Frequently asked questions
Is this a product demo?
Not initially. This is a focused discovery conversation about how your practice operates today. If there is a good fit, we can schedule a separate, personalized walkthrough around the workflows that matter to you.
Who should attend?
The practice owner, operations lead, or team member who understands your current client intake, preparation, review, and follow-up process is the best person to join.
Do I need to prepare anything?
No formal preparation is required. It helps to know your primary tax software, approximate annual return volume, team size, and the one workflow you most want to improve.
What happens after the review?
We will summarize where automation may help. If the fit is promising, we can agree on a tailored demo or next conversation. If it is not, there is no further commitment.
Questions before booking? Contact our team. See how we handle information in our Privacy Policy.