From first hello
to the final review.
Connect the work.

Browse authorized Drive locations, import selected files, and export approved documents to a chosen destination.

Browse authorized Dropbox folders, import selected client files, and send approved output to the chosen folder.

Use the connected business drive to select source files and save approved documents through your firm's Microsoft account.

Choose an authorized SharePoint site and document library for selected-file import and approved output.

Download the source files your team needs, upload them to TaxAutomate, and return approved documents through the firm's Box process.

Move selected ShareFile documents through TaxAutomate review and return approved output to the client folder.

Bring selected vault documents into TaxAutomate and return reviewed work through your firm's existing SmartVault process.

Create client signature requests, open embedded signing, and receive envelope status updates through a configured DocuSign account.

Attach an authorized Google mailbox to the firm's configured TaxAutomate communication workflow.

Attach an authorized Microsoft mailbox to the firm's configured TaxAutomate communication workflow.

Use the appointment's Add to Google Calendar action to open an event with the saved meeting details.

Download an appointment as an .ics calendar file and add it to a compatible calendar application.

Upload PDF exports of year-end reports with the client's source documents for preparation and review in TaxAutomate.

Bring PDF exports of Xero financial reports into the same source packet as the client's tax documents.