Taxaroo Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with Taxaroo

Integrate Google Sheets with Taxaroo

Google Sheets

Google, Spreadsheets

Integrate Jotform with Taxaroo

Integrate Jotform with Taxaroo

Jotform

Forms & Surveys

Integrate Gmail with Taxaroo

Integrate Gmail with Taxaroo

Gmail

Email, Google

Integrate Schedule by Zapier with Taxaroo

Integrate Schedule by Zapier with Taxaroo

Schedule by Zapier

Scheduling & Booking, Zapier

Integrate Xero with Taxaroo

Integrate Xero with Taxaroo

Xero

Accounting

Integrate Filter by Zapier with Taxaroo

Integrate Filter by Zapier with Taxaroo

Filter by Zapier

Developer Tools, Zapier

Integrate Slack with Taxaroo

Integrate Slack with Taxaroo

Slack

Team Chat

Integrate Google Calendar with Taxaroo

Integrate Google Calendar with Taxaroo

Google Calendar

Calendar, Google

Integrate Google Drive with Taxaroo

Integrate Google Drive with Taxaroo

Google Drive

File Management & Storage, Google

Integrate Google Sheets with Taxaroo

Integrate Google Sheets with Taxaroo

Google Sheets

Google, Spreadsheets

Integrate Jotform with Taxaroo

Integrate Jotform with Taxaroo

Jotform

Forms & Surveys

Integrate Gmail with Taxaroo

Integrate Gmail with Taxaroo

Gmail

Email, Google

Integrate Schedule by Zapier with Taxaroo

Integrate Schedule by Zapier with Taxaroo

Schedule by Zapier

Scheduling & Booking, Zapier

Integrate Xero with Taxaroo

Integrate Xero with Taxaroo

Xero

Accounting

Integrate Filter by Zapier with Taxaroo

Integrate Filter by Zapier with Taxaroo

Filter by Zapier

Developer Tools, Zapier

Integrate Google Sheets with Taxaroo

Integrate Google Sheets with Taxaroo

Google Sheets

Google, Spreadsheets

Integrate Jotform with Taxaroo

Integrate Jotform with Taxaroo

Jotform

Forms & Surveys

Integrate Gmail with Taxaroo

Integrate Gmail with Taxaroo

Gmail

Email, Google

Integrate Schedule by Zapier with Taxaroo

Integrate Schedule by Zapier with Taxaroo

Schedule by Zapier

Scheduling & Booking, Zapier

Integrate Xero with Taxaroo

Integrate Xero with Taxaroo

Xero

Accounting

Integrate Filter by Zapier with Taxaroo

Integrate Filter by Zapier with Taxaroo

Filter by Zapier

Developer Tools, Zapier

Integrate Slack with Taxaroo

Integrate Slack with Taxaroo

Slack

Team Chat

Integrate Google Calendar with Taxaroo

Integrate Google Calendar with Taxaroo

Google Calendar

Calendar, Google

Integrate Google Drive with Taxaroo

Integrate Google Drive with Taxaroo

Google Drive

File Management & Storage, Google

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Quickly automate Taxaroo integrations with Zapier's templates

Organize new Taxaroo documents by creating corresponding rows in Google Sheets
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Taxaroo + Google Sheets
Log new document requests in Taxaroo to a Google Sheets row
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Taxaroo + Google Sheets
Create a Google Sheets row for each new client created in Taxaroo
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Taxaroo + Google Sheets
Create Google Sheets rows from new Taxaroo messages sent
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Taxaroo + Google Sheets

Log new Taxaroo reviews by creating rows in Google Sheets
Details
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Taxaroo + Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo
Details
Try it
Taxaroo + Google Sheets

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Taxaroo + Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

Taxaroo + Google Sheets

Create a Google Sheets row for each new client created in Taxaroo

Taxaroo + Google Sheets

Create Google Sheets rows from new Taxaroo messages sent

Taxaroo + Google Sheets

Log new Taxaroo reviews by creating rows in Google Sheets

Taxaroo + Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Taxaroo + Google Sheets

Supported triggers and actions

What does this mean?

New Appointment Scheduled
Triggers when a new appointment is scheduled.
Trigger
Instant
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New Document Requested
Triggers when a new document is requested.
Trigger
Instant
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New Message Sent
Triggers when a new message is sent by a customer.
Trigger
Instant
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New Review Received
Triggers when a new review is received.
Trigger
Instant
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Update Client Info
Triggers when client updates own information.
Trigger
Instant
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- Client NameRequired
- Tax YearRequired
- Job TypeRequired
- PriceRequired
- Invoice DescriptionRequired
Action
Write
- Client IdRequired
- MessageRequired
- Send as SMS if possible
Action
Write

- Search by name, email, phone (numbers only), or tax yearRequired
Action
Search

New Client Created
Triggers when a new client is created.
Trigger
Instant
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New Document Submitted
Triggers when a new document submitted.
Trigger
Instant
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New Payment
Triggers when a new payment is received.
Trigger
Instant
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New Signature
Triggers when a new e-signature is received.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Date of Birth (YYYY-MM-DD)
- EmailRequired
- Phone Number
- Tax YearRequired
- Job TypeRequired
- Progress StatusRequired
- Send email to request to ask client to complete on-boarding interview
Action
Write
- Client NameRequired
- Event TypeRequired
- Select Your Event TypeRequired
- Start Date And TimeRequired
- Notes
Action
Write
- Client IdRequired
- First Name
- Last Name
- Date of Birth (YYYY-MM-DD)
- Email
- Phone Number
- Phone Type
Action
Write

About Taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

Related categories

CRM (Customer Relationship Management)