Accountants are focused on their clients. We are focusing on efficiency.
TaxMation’s software platform for the accounting industry automates and streamlines processes and empowers accountants to perform their tasks more efficiently, resulting in significant time savings and increased profitability.
OUR MISSION
More Clients, Less Work
The more clients you obtain, the more our software platform helps you save time. We focus on automating every aspect of the workflow process, from client information intake and communication, to resource allocation and task tracking, to automating the tax preparation and review process. We are creating the industry's first integrated, end-to-end cloud-based solution so you can become as efficient and organized as possible. Employees are now able to work on more clients than previously. Schedule a conversation with one of our Solutions Consultants today so we can show you how we are changing the accounting industry.
Be organized
Bring all your client documents and information together in one place, so you can organize and tackle your work efficiently.
Stay focused
Prioritize your day and free up time through automation, so you spend less time collecting information and more time focused on your work
Get in sync
Keep projects moving forward with your team in sync and connected to the tools you use every day—without ever leaving the Taxmation software platform.
We fuel the modern CPA through our platform
WORKFLOW AUTOMATION & TASK MANAGEMENT
BE ORGANIZED
Understand every aspect of your internal processes and projects. Clear visibility on the progress of tasks from everyone in your firm to ensure critical deadlines are never missed. Automation and actionable task tracking to flatten the operational curve.
Automate the entire process of collecting client documents. Obtain client information sooner and flatten your workload. Reduce the time to process information and electronically save documents
Automate the preparer and reviewer tasks. Allow your preparers and reviewers to focus on analysis instead. Automatically produce a more informative internal analysts report for partner review
Boost productivity. Integrate with your existing tools.
Take control of your files. Store and sync from anywhere.
Save time and energy. Turn your processes into shared workflows.
“TaxMation's software platform has been so valuable for us during this tax season by saving us a considerable amount of time. Its extremely intuitive user interface and comprehensive effective solutions allowed all of us to work very quickly and efficiently. As a result, we are replacing our existing software tools with the TaxMation software platform and migrating our entire office onto it. We highly recommend TaxMation to any CPA firm, large or small.”
Amy Slachta
Partner, Axtell, Haller & Slachta, LLC
TaxMation, LLC
1400 Van Buren St NE #200-208
Minneapolis, Minnesota 55413
Phone: (612) 889-3197
Email: info@taxmation.com
WE SHOULD TALK
To purchase or schedule a demo, please contact us.
