TaxSlayer Pro Integrations

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.