Welcome to RoboTax
LET'S GET YOUR TAX STRATEGY PLATFORM SET UP IN JUST A FEW STEPS
1
Connect Your Data
Import client data from your CRM or upload a spreadsheet to get started
⏱ 5 minutes2
Configure Your Team
Invite team members and set up roles and permissions
⏱ 3 minutes3
Run Your First Scan
Upload a tax return and let AuditArmor™ identify strategy opportunities
⏱ 2 minutesQuick Setup Checklist
âś“
Create your account
âś“
Verify your email
Connect CRM or upload data
Start →
Invite team members
Invite →
Run first strategy scan
Scan →