Authorize
Connect an approved provider with the required access.
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.
One connected path through the work.
- 01
- 02
Browse
Navigate supported folders, drives, sites, and document libraries.
- 03
Import
Select an authorized file for the Tax Automate workflow.
- 04
Export
Send an approved output back to a supported destination.
Know what is happening now—and what needs to happen next.
When work is disconnected
Client requests are separated from the work.
Owners and deadlines require manual follow-up.
Review status is difficult to see.
Connected in TaxAutomate
Requests and documents stay with the client.
Owners, due dates, and next actions stay visible.
Review and delivery remain part of the workflow.
02
Everything around the work stays connected.
Google Drive connection
Keep google drive connection visible and connected to the next action.
Dropbox connection
Keep dropbox connection visible and connected to the next action.
OneDrive connection
Keep onedrive connection visible and connected to the next action.
SharePoint connection
Keep sharepoint connection visible and connected to the next action.
Scoped browse and import
Keep scoped browse and import visible and connected to the next action.
Approved export
Keep approved export visible and connected to the next action.
03
One client record. One accountable workflow.
Google Drive, Dropbox, OneDrive, and SharePoint file workflows are available after provider authorization and configuration.
Client context stays connected.
Team ownership stays visible.
Professional review stays in the workflow.
04
Start with one workflow. Build from what works.
- 1
Map
Choose one representative engagement and its handoffs.
- 2
Configure
Set the owners, stages, deadlines, and review steps.
- 3
Validate
Walk the workflow with the people who do the work.
- 4
Launch
Bring the proven workflow to the rest of the practice.
05
Cloud Files: practical questions.
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.