Identify
Recognize a new or returning client under a privacy-safe flow.
The in-office front door
Turn every in-office arrival into a connected client workflow.
Extend TaxAutomate into the physical office so walk-in and scheduled clients can identify themselves, check in, scan documents, complete approved steps, and continue securely on a phone.
One connected path through the work.
- 01
- 02
Check in
Notify staff and show the approved next step.
- 03
Complete
Handle configured scanning, intake, booking, payment, or signature steps.
- 04
Clear
End the session, remove local state, issue a receipt, and hand off securely.
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.
Secure client check-in
Keep people, entities, services, and engagement history in one operating context.
Document and ID capture
Tie requests, files, messages, and open items directly to the work they support.
Guided intake questions
Keep guided intake questions visible and connected to the next action.
Staff notification
Keep staff notification visible and connected to the next action.
Appointment routing
Keep appointment routing visible and connected to the next action.
Secure phone handoff
Keep secure phone handoff visible and connected to the next action.
03
One client record. One accountable workflow.
Front Office Kiosk is available through TaxAutomate AI Front Desk for configured firm locations.
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
Front Office Kiosk: practical questions.
Is the kiosk available now?+
Yes. Front Office Kiosk is available through TaxAutomate AI Front Desk for configured firm locations.
How is a kiosk deployment controlled?+
The firm configures location rules, approved intake steps, role permissions, privacy controls, staff escalation, and session handling before launch.