Turn compliance work into year-round client value.
Keep tax preparation, planning opportunities, advisory work, IRS notice response, professional review, and client history connected—so your team can move from “what happened” to “what deserves attention next” without rebuilding the client story.
Advisory & IRS response
Sample viewCompleted return suggests planning follow-up
Connected to the right client and next action.
CP2000 response · 21 days remaining
Connected to the right client and next action.
Facts organized. Recommendation awaits approval.
Connected to the right client and next action.
Your client data already contains the next conversation.
TaxAutomate keeps completed returns, documents, notices, engagement history, deadlines, and client interactions in context so opportunities and risks can become owned work instead of buried knowledge.
What the firm already knows
context
What deserves attention
Move from signal to approved client action.
TaxAutomate can organize the material and workflow. Your qualified professional still evaluates the facts, applies judgment, and approves what the client receives.
Opportunity, issue, or notice.
Facts, documents, deadlines.
Request missing support.
Right professional + owner.
Analyze and approve.
Client-ready next step.
Decision + deadline tracking.
Keep history for next work.
Better client intelligence creates better questions—not canned advice.
TaxAutomate organizes the history, evidence, deadlines, and opportunity signals so your CPA or advisor walks into the conversation already understanding what matters.
One client record. Two very different kinds of work.
Planning/advisory and IRS response need different workflows, but both benefit from the same client history, document trail, ownership, deadlines, and professional approval model.
Filed copy, workpapers, and source documents connected.
Professional review requested before client discussion.
Notice year, deadline, source, and owner attached.
Agenda uses the same client context and open items.
Turn an identified opportunity into owned work.
Organize relevant facts, request missing support, assign the professional, document review, and track the client decision.
Protect the deadline and evidence chain.
Capture the notice, date, tax year, response deadline, documents, questions, draft, and professional approval in one matter.
Protect the deadline before you draft the answer.
Bring notice intake, due dates, ownership, evidence, open questions, draft work, professional approval, and client communication into one controlled workflow.
Capture notice
Notice type, agency, tax year, pages, and received date.
Protect response date
Due date, urgency, and escalation stay visible.
Build the file
Returns, source docs, history, and client answers in context.
Organize response work
Questions, calculations, and draft support prepared for review.
Professional approval
Qualified professional evaluates facts and approves response.
Track outcome
Submission, client communication, next deadline, and history.
A connected advisory practice needs more than a task list.
Front-office conversations, tax preparation, client history, documents, deadlines, professional review, and follow-up should reinforce each other instead of living in separate systems.
AI Front Desk
Calls, texts, email, website inquiries, lead qualification, booking, follow-up, and connected system updates.
Client Portal & CRM
Documents, requests, messages, appointments, payments, progress, ownership, and next actions.
Tax Automation
Source-linked workpapers, prepared values, configured tax-software lanes, exceptions, and review handoff.
Practice Management
Workload, owners, deadlines, requests, reviews, billing, delivery, and operational reporting.
TaxAutomate Copilot
Completed returns, documents, notices, and client history organized into review-ready advisory or IRS-response work.
Website & Mobile App
A branded digital front door connected to booking and the client experience.
More context. Better judgment. Stronger relationships.
The value is not simply finding another task. It is helping the professional see the client more completely and follow through on the opportunities and risks that deserve attention.
Clients see one clear next step. Your team sees the whole record.
The same underlying client and engagement context can power a simpler client experience and a much richer staff-side operating view.
Good morning, Alex
2026 Individual Tax ReturnStaff-side engagement view
Document uploaded · Message received · Appointment scheduled · Request reminder sent
Connect the client relationship around the systems you already use.
TaxAutomate can organize client history, documents, assignments, and review around the systems your firm already uses. For each provider, we confirm what can be read, written, linked, or handed off manually before defining the workflow.
Advisory should not begin with “where is the client information?”
The improvement is not “more software.” It is fewer moments where someone has to reconstruct what happened, who owns the next step, or what the client still needs to do.
Work lives in separate places.
The client, work, and next action stay together.
CPA & advisory firms: practical questions.
Does TaxAutomate make tax recommendations without professional review?＋
No. In an illustrative IRS-notice workflow, a client uploads the notice, the team records the response deadline and supporting documents, and an assigned professional reviews the facts before approving any response. TaxAutomate does not make the professional judgment or send an unapproved answer.
Can compliance and advisory share one client record?＋
Yes. Preparation, planning, advisory, and notice workflows can share client context while keeping separate tasks, documents, deadlines, and review steps.
Can we begin with one advisory service?＋
Yes. Start with one matter type, such as IRS notices: define the intake fields, deadline owner, evidence checklist, review gate, and approved client update. Then validate the handoff with your team before expanding.
Turn the client history you already have into a better next conversation.
We will map one advisory or IRS-response workflow around your professionals, review model, and current systems.