Integrations
Connected where it counts. Honest about the rest.
Every external system sits behind an adapter with a visible status. Here is what is live, what runs in simulated mode in the current release, and what is planned.
E-file and migration first.
E-file runs through our partner's authorized provider this season (simulated in the current release and labeled). The TaxDome CSV import maps your export and shows a dry-run preview before anything is written.
- E-file (IRS MeF via Drake) — partner, simulated in the current release
- TaxDome import — dry run available
Adapters with a visible status.
Email, SMS, calendar sync, social publishing, payments and billing, e-signature and document storage each run through a provider adapter. In the current release they run in mock mode and say so in Settings → Integrations.
- Email, SMS, calendar sync, social publishing — mock in the current release
- Payments & billing, e-signature — mock in the current release
- Document storage — built in
Coming soon.
Stripe, QuickBooks, Calendly and Zapier are on the roadmap. We'll list each one here with its real status when it ships.
- Stripe — coming soon
- QuickBooks — coming soon
- Calendly — coming soon
- Zapier — coming soon
What's included
Everything in the box.
- Adapter status page in Settings
- No implied live connections
- Scripted AI without an API key
- Live model pluggable
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Related
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Ask about an integration you need.
A short walkthrough with your office's questions in mind.
