Solutions for every kind of firm
Find a better way to run your practice.
The right starting point depends on the work you do and the team you have. Explore a solution built around your firm, then connect more of the client journey as you grow.
Start where the pressure is.
Whether the challenge is client intake, recurring work, preparation, or coordinating multiple offices, keep the people and next steps connected.
Choose by the work you do
Solutions by firm type.
See how TaxAutomate fits your core services and the client experience around them.
Tax preparation firms
Bring client intake, documents, preparation, review, and filing into a clearer workflow.
From the first client request to the final handoffExplore solutionCPA & advisory firms
Keep tax work, professional review, planning, advisory, and notice response connected.
Compliance work with year-round client contextExplore solutionAccounting & bookkeeping firms
Organize recurring work, client requests, assignments, approvals, and billing in one place.
A more predictable rhythm for recurring engagementsExplore solutionChoose by the team you have
Solutions by firm size.
Start with a practical scope for today, with a path to coordinate more work tomorrow.
Solo & small practices
Make a lean team feel more capable without adding an oversized back office.
Start with the administrative work slowing you downExplore solutionGrowing firms
Keep clients, team ownership, deadlines, reviews, and delivery aligned as volume grows.
More capacity with fewer dropped handoffsExplore solutionLarge & multi-office firms
Coordinate consistent workflows and clear ownership across offices, teams, and service lines.
Firm-wide visibility with room for local teamsExplore solutionNot sure where to begin?
Let’s map your first useful step.
Tell us about your firm and the workflow taking the most time. We’ll show you a focused starting point.