Integrations
Taxporch works with the tools tax firms already use. Every integration is included in your plan.
| Tool | What it does | Status | |
|---|---|---|---|
| Stripe | Clients pay invoices by card or bank account into your own Stripe account. No markup. | Coming soon | |
| UltraTax, Lacerte, Drake, ProConnect, ATX | Save the return as a PDF into a drop folder on your PC; it lands in the client's firm-only folder. | Available | |
| QuickBooks Online | Customers, invoices and payments sync from Taxporch; payments entered in QuickBooks can come back. | Coming soon | Guide |
| Email forwarding address | BCC or forward client emails to your firm's private address and they're filed on the client. | Coming soon | Guide |
| Gmail | Emails with your clients appear on the client record automatically. | Coming soon | Guide |
| Microsoft 365 and Outlook | Emails with your clients appear on the client record automatically. | Coming soon | Guide |
| Text messages (Twilio) | Two-way texts from your own number, portal-link reminders, and photos clients text in. Needs your own Twilio account. | Available | Guide |
| Calendly, Acuity and other booking pages | A "Book a meeting" button in your clients' portal. | Available | |
| Google Calendar, Outlook, Apple Calendar | Subscribe to a private feed of due dates for requests, organizers, invoices and jobs. | Available | Guide |
| Zapier, Make and n8n | Webhooks for 17 events (new client, document uploaded, invoice paid ...) and a REST API. | Available | Guide |
| Sign in with Google | Staff and clients sign in with Google; staff still use two-step verification. | Coming soon |
"Coming soon" means the code is ready and we are finishing the provider's app review. Not on the list: IRS transcripts (needs IRS e-Services enrolment) and QuickBooks Desktop.
No card needed. Unlimited clients from day one.