Audience
Tax preparers, CPA firms, Enrolled Agents, accounting practices, and tax resolution firms.
About TaxAutomate
TaxAutomate is a cloud-based practice automation platform for tax preparers, CPAs, enrolled agents, accounting firms, and tax-resolution professionals. It brings client intake, CRM, scheduling, engagement letters, questionnaires, document collection, e-signatures, invoicing, and a client portal into a connected workflow. Firms can coordinate tasks, deadlines, reviews, filing and delivery, while AI tools support calls and other client communications, organize source documents into workpapers, and assist with tax planning and IRS notice response. TaxAutomate works alongside professional tax-preparation software, with workflows for supported desktop and cloud tax applications. Clients can submit documents, answer requests, track progress, book appointments, and access invoices through a mobile-friendly portal. Tax professionals retain review of AI-generated work and tax outputs.
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Pricing
Starting Price:
$39/month
Pricing Details:
Tax Automation starts at $37 per personal return and $47 per business return for firms preparing fewer than 500 returns; pricing for firms with higher volumes is based on their needs and return volume. TaxAutomate Copilot is $39/month, Client Portal & CRM starts at $65/person/month, and AI Front Desk starts at $99/month.
Free Trial:
Free Trial available.
Integrations
Company Information
NexGen Unlimited
Founded: 2021
United States
taxautomate.ai/
Videos and Screen Captures
TaxAutomate Copilot dashboard with AI tax-advisory opportunities and recommended next steps.
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Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
TaxAutomate Frequently Asked Questions
Q: What kinds of users and organization types does TaxAutomate work with?
TaxAutomate works with these users and organization types: Enterprise.
Q: What languages does TaxAutomate support in their product?
TaxAutomate supports these languages: English.
Q: What kind of support options does TaxAutomate offer?
TaxAutomate offers support via phone support and online.
Q: What other applications or services does TaxAutomate integrate with?
TaxAutomate integrates with: CrossLink, Drake Tax, Intuit ProSeries Tax, MyTAXPrepOffice, ProConnect Tax, and TaxSlayer Pro.
Q: What type of training does TaxAutomate provide?
TaxAutomate provides training in the form of documentation, live online, and videos.
Q: Does TaxAutomate offer a free trial?
Yes, TaxAutomate offers a free trial.
Q: How much does TaxAutomate cost?
Pricing for TaxAutomate starts at $39/month.
