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One connected product family for the full practice journey.

Start with the tax work that slows your firm down most. Connect the client journey before the return, professional review and advisory around it, and the operating tools that help the practice grow.

See TaxAutomate in action Start with tax firms
Connected practice journeyProfessional in control
  1. 01
    Bring clients inGrowth, front desk, onboarding, and documents
  2. 02
    Prepare and reviewEvidence, supported data entry, exceptions, and approval
  3. 03
    Advise and respondPlanning opportunities and controlled IRS notice workflows
  4. 04
    Operate and growPractice operations, client experience, and digital presence

The products connect, but firms can start with the package they need now.

Tax work at the center

Before the return. Through preparation. Beyond filing.

Three core products turn scattered client information into reviewable work and year-round service. Together with AI Front Desk, Practice Management, and Website & Mobile App, they form the six-product TaxAutomate platform.

01

Client Portal, Mobile App & CRM

Connect client records, organizers, document collection, messages, appointments, reminders, and the handoff into preparation.

  • Prior-year evidence baseline
  • Expected-document signals
  • Guided client follow-up
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02Flagship

Tax Automation

Classify source documents, prepare supported tax-software data entry, expose unresolved items, and focus professional review.

  • Evidence-linked extraction
  • Software-specific automation lanes
  • Professional review handoff
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03

TaxAutomate Copilot

Carry client and return context into planning conversations, notice deadlines, evidence collection, and reviewed response drafts.

  • Planning opportunity intake
  • Notice and deadline organization
  • Professional approval controls
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Operate the whole practice

Add the operating layer when the firm is ready.

Tax Preparation Automation remains the core. These products connect the client experience, team workflow, and growth work around it.View the complete practice journey
AI Front DeskRespond, qualify, book, collect context, and route inquiries through approved channels.Practice ManagementConnect client records, work, communication, accounting, reporting, and team handoffs.

Your practice’s digital front door

Website & Mobile App Studio

Choose from 50 websites created specifically for tax, CPA, advisory, and accounting practices. Customize the brand, services, content, calculators, booking, and client calls to action.
Explore all 50 websites See what is included
Northstar tax and advisory website preview
Vantage enterprise CPA website preview

Start with the bottleneck your firm feels today.

See the relevant workflow first. Add connected products when the firm is ready.

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