Use approved cloud storage
Bring client files into the workflow without pretending every drive is already connected.
Let authorized users browse supported providers, import selected files, and export approved outputs while preserving provider-scoped access.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Dropbox connection
OneDrive connection
SharePoint connection
Scoped browse and import
Approved export
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Authorize
Connect an approved provider with the required access.
Browse
Navigate supported folders, drives, sites, and document libraries.
Import
Select an authorized file for the Tax Automate workflow.
Export
Send an approved output back to a supported destination.
Straight answers
Know what you are buying—and what remains outside the claim.
Which providers are implemented?
Google Drive, Dropbox, OneDrive, and SharePoint provider paths are implemented.
Are connections active by default?
No. Each provider requires the firm's authorization and the necessary Tax Automate configuration.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.