Find the document storage, signatures, email, calendars and accounting tools your team uses. Each entry explains the workflow and the setup to review for your firm.
Bring the files your team needs into preparation and return approved outputs through a connected account or a defined file workflow.
Browse authorized Drive locations, import selected files, and export approved documents to a chosen destination.
For your firm: Authorize your firm's Drive connection and choose the folders and permissions used for the workflow.
Discuss this workflowBrowse authorized Dropbox folders, import selected client files, and send approved output to the chosen folder.
For your firm: Connect the firm's Dropbox account and confirm its permitted folders.
Discuss this workflowUse the connected business drive to select source files and save approved documents through your firm's Microsoft account.
For your firm: Authorize the Microsoft connection and confirm the business drive and required permissions.
Discuss this workflowChoose an authorized SharePoint site and document library for selected-file import and approved output.
For your firm: Connect the Microsoft account and select the site, library, and folder permitted for the work.
Discuss this workflowDownload the source files your team needs, upload them to TaxAutomate, and return approved documents through the firm's Box process.
For your firm: Assign the file-transfer owner and follow the firm's existing Box access rules.
Discuss this workflowMove selected ShareFile documents through TaxAutomate review and return approved output to the client folder.
For your firm: Agree which folders to use and who transfers the reviewed files.
Discuss this workflowBring selected vault documents into TaxAutomate and return reviewed work through your firm's existing SmartVault process.
For your firm: Confirm the download and upload steps within your firm's existing access permissions.
Discuss this workflowConnect a client signature request with the signing experience and its recorded status after the provider setup is complete.
Create client signature requests, open embedded signing, and receive envelope status updates through a configured DocuSign account.
For your firm: The DocuSign account, application access, signing consent, and status notifications must be configured before use.
Discuss this workflowConnect an approved firm mailbox to the configured communication workflow while keeping account permissions and staff ownership clear.
Attach an authorized Google mailbox to the firm's configured TaxAutomate communication workflow.
For your firm: Enable the email connection, authorize the mailbox, and confirm the firm's AI Front Desk communication setup.
Discuss this workflowAttach an authorized Microsoft mailbox to the firm's configured TaxAutomate communication workflow.
For your firm: Enable the email connection, authorize the mailbox, and confirm the firm's communication permissions and handoff.
Discuss this workflowKeep appointments in the TaxAutomate client record and add confirmed details to the calendar your team uses.
Use the appointment's Add to Google Calendar action to open an event with the saved meeting details.
For your firm: Review the appointment details and confirm the event in Google Calendar.
Discuss this workflowDownload an appointment as an .ics calendar file and add it to a compatible calendar application.
For your firm: Import the downloaded appointment file and confirm any later changes in the calendar you use.
Discuss this workflowBring exported accounting reports into the source-document workflow for preparation and professional review.
Upload PDF exports of year-end reports with the client's source documents for preparation and review in TaxAutomate.
For your firm: Export the reports needed for the engagement and confirm that they reflect the intended period and completed bookkeeping.
Discuss this workflowBring PDF exports of Xero financial reports into the same source packet as the client's tax documents.
For your firm: Export the required reporting period and have the preparer confirm the source packet before using it for tax work.
Discuss this workflowNo. Each entry describes a connection method or a workflow to discuss. An account connection still requires your firm's authorization and configuration. Setup required, file workflow, calendar export and discuss your workflow labels identify different ways a tool can fit into the process.
For supported cloud connections, your team can work with selected files and folders through the configured browse, import or export workflow. Other providers may use a file handoff. Confirm the supported actions and destination for the storage account your firm uses.
The listed calendar workflow exports a confirmed appointment through an Add to Google Calendar link or an .ics file for Outlook and other compatible calendars. It does not promise two-way calendar synchronization or automatic creation of video meetings.
Email and signature workflows need the appropriate provider account, enabled service and authorized access. Confirm the mailbox or signing account, supported actions and responsible team members during setup. A provider listing does not enable those services for every firm.
Accounting systems can be part of the document and financial-information workflow around a client engagement. Review the supported handoff for your system. An accounting-tool entry does not mean that every ledger, transaction or tax field is synchronized automatically.
Tell us which tool your firm uses, the information you need to move and the action you want to complete. We will review whether an existing connection, a file workflow or a separately scoped integration fits that need.
Bring your systems and the handoff you want to improve. We will review the available workflow, setup and responsibilities with your firm.