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San Diego, see the AI-powered tax practice in action.

Exhibit hall: September 15–16, 2026 · IRS Nationwide Tax Forum: September 15–17, 2026 · Town and Country Resort

Meet TaxAutomate at the 2026 IRS Nationwide Tax Forum and see how one connected platform moves work from first client contact through professional review.

TaxAutomate vendor & exhibitor Booth 532B
Book your San Diego demo Plan a booth visit
01☎AI Front Desk
02◫Client App & CRM
03▤Tax Automation
04✓Practice Management
05↗Advisory & IRS Response
One shared
client record Every next step stays connected

One connected platform. Five ways to transform your practice.

Start with the pressure point that slows your firm down. Connect the rest when you’re ready.

  1. 01
    ☎

    AI Front Desk

    Answer inquiries, qualify leads, collect intake, book appointments, and keep every next step connected.

  2. 02
    ◫

    Client App & CRM

    Give clients one mobile-ready place for documents, requests, messages, payments, and progress.

  3. 03
    ▤

    Tax Automation

    Turn source documents into linked workpapers, prepared values, and exceptions ready for review.

  4. 04
    ✓

    Practice Management

    Control owners, deadlines, requests, reviews, blockers, billing, and delivery from one view.

  5. 05
    ↗

    Advisory & IRS Response

    Bring returns, notices, documents, and client history together for professionally reviewed work.

Keep your tax software.
Automate the work around it.

TaxAutomate works with the systems your firm already trusts. Connect documents, work status, preparation handoffs, and professional review with less re-entry.

Drake Software CrossLink Intuit ProSeries and more

Integration status and supported workflows vary by product. We’ll map the right path for your current stack.

Connect with TaxAutomate in San Diego.

Tell us a little about your practice, then choose a booth demo, a 30-minute review, or a simple follow-up.

  • A walkthrough tailored to your practice
  • Your biggest bottleneck mapped live
  • Clear answers—no pressure
SEP15–16

Town and Country Resort
San Diego, California

PLAN YOUR CONVERSATION

What should we prepare for?

Share the essentials now so your booth visit or practice review can start with your workflow.

What would make the visit most valuable?

Choose any areas you want our team to prepare.

How would you like to connect?

See what your practice looks like with fewer handoffs.

Meet TaxAutomate in the exhibit hall, September 15–16, 2026.

Book your San Diego demo