Integration Marketplace

Connect with 100+ platforms to streamline your practice

100+
Available Integrations
6
Connected
8
Categories
Real-time
Data Synced
Connected

QuickBooks Online

Sync financial data and client books automatically

Accounting

Xero

Import transactions and reconcile accounts

Accounting
Connected

Stripe

Accept credit cards and ACH payments

Payments
Connected

Plaid

Connect to 12,000+ banks for transaction data

Banking

Mailchimp

Email marketing and client communications

Marketing

DocuSign

Electronic signatures and document management

Documents

Salesforce

Client relationship management integration

CRM
Connected

Google Workspace

Gmail, Drive, Calendar, and Docs integration

Productivity

Microsoft 365

Outlook, OneDrive, and Office apps

Productivity
Connected

Slack

Team messaging and notifications

Communication
Connected

Zapier

Connect to 3,000+ apps with custom workflows

Automation
Connected

IRS e-Services

Direct IRS filing and transcript requests

Government

Custom API Integration

Need a custom integration? Use our REST API to connect any system