Receive
Accept an inquiry through an enabled channel.
AI receptionist plus every next step
Move every client conversation forward from one connected AI Front Desk.
Give every inquiry and in-office visit an immediate response, a clear next action, and a complete history in the CRM.
One connected path through the work.
- 01
- 02
Understand
Capture identity, purpose, urgency, and permitted context.
- 03
Route
Book, assign, request information, or escalate under firm rules.
- 04
Continue
Keep the approved conversation and next action connected.
Know what is happening now—and what needs to happen next.
When work is disconnected
Client requests are separated from the work.
Owners and deadlines require manual follow-up.
Review status is difficult to see.
Connected in TaxAutomate
Requests and documents stay with the client.
Owners, due dates, and next actions stay visible.
Review and delivery remain part of the workflow.
02
Everything around the work stays connected.
AI receptionist
Keep ai receptionist visible and connected to the next action.
Conversation and lead capture
Keep conversation and lead capture visible and connected to the next action.
Front office kiosk
Keep front office kiosk visible and connected to the next action.
Appointment and intake handoff
Keep appointment and intake handoff visible and connected to the next action.
Connected client context
Keep people, entities, services, and engagement history in one operating context.
Firm-configured escalation
Keep firm-configured escalation visible and connected to the next action.
Human takeover
Keep human takeover visible and connected to the next action.
03
One client record. One accountable workflow.
Available after the firm enables and configures its approved communication connections.
Client context stays connected.
Team ownership stays visible.
Professional review stays in the workflow.
04
Start with one workflow. Build from what works.
- 1
Map
Choose one representative engagement and its handoffs.
- 2
Configure
Set the owners, stages, deadlines, and review steps.
- 3
Validate
Walk the workflow with the people who do the work.
- 4
Launch
Bring the proven workflow to the rest of the practice.
05
TaxAutomate AI Front Desk: practical questions.
Is every communication channel included automatically?+
No. A channel is available only after the firm enables and configures its approved connection.
Can the front desk give tax advice?+
It can support intake and approved service workflows, but professional tax advice and material decisions remain with qualified people.