01
Build around existing workflows
Work with the tax software and business systems firms already trust.
About Tax Automate
We believe tax professionals should spend less time moving data—and more time applying judgment.
Tax Automate is building one connected AI automation platform around the way modern tax practices actually work: from the first client conversation to preparation, review, planning, and delivery.
Why we are building it
We know tax season from inside the office.
At the peak of tax season, we have slept in the office to keep returns moving. Our children have slept there after regular hours when off-hours childcare was not available. The cost of repetitive tax work has been personal for us—not just operational.
That experience shaped our direction: connect the work across tax software, documents, client communication, CRM, review, and delivery so professionals can spend less time on avoidable manual work while remaining responsible for every critical decision.
02
Connect context to action
Bring client history, documents, communication, preparation, and advisory work into one operating flow.
03
Keep professionals in control
Automation prepares and organizes; qualified professionals review, decide, approve, and deliver.
One connected platform
Six connected products. One practice-wide system.
Firms can start with the workflow creating the most friction and connect more of the practice over time.
Respond
AI Front Desk
Handles calls and messages, captures leads, schedules appointments, and follows up.
Explore AI Front Desk →Serve
Client Portal, Mobile App & CRM
Connects client documents, messages, appointments, progress, and next actions.
Explore the client experience →Prepare
Tax Automation
Reads and organizes source documents, supports tax-software entry, and moves returns to professional review.
Explore Tax Automation →Operate
Practice Management
Connects client context, work, communications, deadlines, review, billing, and delivery.
Explore Practice Management →Advise
TaxAutomate Copilot
Supports review-ready planning, advisory, and IRS notice response workflows.
Explore TaxAutomate Copilot →Grow
Website & Mobile App
Creates a branded digital front door and connected mobile client experience.
Explore Website & Mobile App →Professional control
AI moves the work forward. Tax professionals remain accountable.
We are designing Tax Automate to make repetitive work faster and important work clearer. Review, professional judgment, approval, and client delivery remain visible parts of the workflow.
✓Human review
✓Role-based access
✓Clear exceptions
✓Controlled delivery
Company
Built by tax professionals who know the work.
Tax Automate was founded by tax professionals with more than 30 years of industry experience. The platform is developed and operated by NexGen Unlimited LLC, a Wyoming limited liability company, with a focus on practical automation for tax firms and accounting practices.
Start with one workflow. Transform your entire practice.
Show us where work slows down, and we will help identify the right starting point.
Contact Tax Automate →