Alternatives to TaxAutomate

TaxAutomate is a TaxTech tool: AI-powered operating platform for tax firms, combining front office, CRM, tax preparation automation, tax workflow, planning, advisory, IRS response, and client delivery. Here are the 60 closest alternatives, compared on pricing, features and what real users say.

TaxAutomate profile Open source alternatives (8)More TaxTech alternatives

The 20 closest TaxTech companies to TaxAutomate

Karbon
Not rated
Workstream collaboration platform for accounting firms to manage workflows and client work.
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Infinitus
Not rated
AI platform automating healthcare phone calls to improve patient access and care coordination.
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HoneyBook
Not rated
An AI-powered clientflow management platform helping independent businesses streamline billing, contracts, and client communication.
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WebPT
Not rated
WebPT provides a cloud-based EMR and practice management platform for rehab therapists.
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Eleos Health
Not rated
AI-powered platform for community behavioral health providers to automate documentation and compliance.
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Workiz
Not rated
Field service management software for home service businesses, focusing on SMBs, with AI-powered tools.
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Fullpath
2.0 out of 5 (1)
Fullpath is the automotive industry's leading Customer Data and Experience Platform (CDXP) for car dealerships, offering an AI ecosystem for data management and AI-driven marketing solutions.
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Bloomerang
Not rated
Bloomerang provides a complete donor and volunteer relationship management platform for small and medium-sized nonprofits.
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hellopatient
Not rated
AI-powered communication platform for healthcare providers to manage patient interactions.
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Dokka
Not rated
Automates data capture and organization for bookkeeping and accounting firms.
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Fathom
Not rated
Fathom is an AI meeting assistant that records, transcribes, and summarizes meetings on Zoom, Google Meet, and Microsoft Teams, allowing users to focus on the conversation.
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Rocket Lawyer
Not rated
Online legal services platform providing affordable and simple legal solutions for individuals and businesses.
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DigitalGenius
Not rated
AI-powered customer service automation platform for e-commerce and retail brands.
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OpenPhone
Not rated
AI-powered collaborative phone system for startups and small businesses.
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Nomi
5.0 out of 5 (2)
Real-time AI sales copilot providing on-the-spot phrase suggestions and advice during calls.
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Droxi
Not rated
AI-powered platform to automate administrative tasks for primary care physicians.
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Day AI
Not rated
AI-native CRM that automatically captures and acts on every customer interaction
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ProVision
Not rated
AI-powered co-pilot platform designed to streamline pre-construction estimating workflows for construction professionals.
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Winn.ai
Not rated
Real-time AI assistant for sales teams to improve deal closing and CRM management.
Visit site
basata
Not rated
AI agents that automate healthcare administrative workflows, improving efficiency and patient care.
Visit site

Company	Rating	Visit
KarbonWorkstream collaboration platform for accounting firms to manage workflows and client work.	Not rated	Visit site
InfinitusAI platform automating healthcare phone calls to improve patient access and care coordination.	Not rated	Visit site
HoneyBookAn AI-powered clientflow management platform helping independent businesses streamline billing, contracts, and client communication.	Not rated	Visit site
WebPTWebPT provides a cloud-based EMR and practice management platform for rehab therapists.	Not rated	Visit site
Eleos HealthAI-powered platform for community behavioral health providers to automate documentation and compliance.	Not rated	Visit site
WorkizField service management software for home service businesses, focusing on SMBs, with AI-powered tools.	Not rated	Visit site
FullpathFullpath is the automotive industry's leading Customer Data and Experience Platform (CDXP) for car dealerships, offering an AI ecosystem for data management and AI-driven marketing solutions.	2.0 out of 5 (1)	Visit site
BloomerangBloomerang provides a complete donor and volunteer relationship management platform for small and medium-sized nonprofits.	Not rated	Visit site
hellopatientAI-powered communication platform for healthcare providers to manage patient interactions.	Not rated	Visit site
DokkaAutomates data capture and organization for bookkeeping and accounting firms.	Not rated	Visit site
FathomFathom is an AI meeting assistant that records, transcribes, and summarizes meetings on Zoom, Google Meet, and Microsoft Teams, allowing users to focus on the conversation.	Not rated	Visit site
Rocket LawyerOnline legal services platform providing affordable and simple legal solutions for individuals and businesses.	Not rated	Visit site
DigitalGeniusAI-powered customer service automation platform for e-commerce and retail brands.	Not rated	Visit site
OpenPhoneAI-powered collaborative phone system for startups and small businesses.	Not rated	Visit site
NomiReal-time AI sales copilot providing on-the-spot phrase suggestions and advice during calls.	5.0 out of 5 (2)	Visit site
DroxiAI-powered platform to automate administrative tasks for primary care physicians.	Not rated	Visit site
Day AIAI-native CRM that automatically captures and acts on every customer interaction	Not rated	Visit site
ProVisionAI-powered co-pilot platform designed to streamline pre-construction estimating workflows for construction professionals.	Not rated	Visit site
Winn.aiReal-time AI assistant for sales teams to improve deal closing and CRM management.	Not rated	Visit site
basataAI agents that automate healthcare administrative workflows, improving efficiency and patient care.	Not rated	Visit site

Showing the next 20 closest matches. See the rest on the TaxAutomate profile.

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