1.Monitors intake folder uploads
Integrate Google Drive and file storage workflows to watch your intake folder for new uploads and trigger delivery for each file.
Send incoming receipts to tax provider and archive
Automatically monitor new file uploads across Google Drive and Gmail for your tax document intake. Send each new receipt by email after a short delay and then move it to a processed folderβso you can deliver batch-ready records without manual reporting.
How this automation delivers tax-ready receipt records
When new receipt files arrive in your intake folder, delays can slow filing prep and create gaps in batch-ready records. This automation emails each receipt to your tax provider, waits for the configured review period, and moves files to processed storageβso your team can stay audit-ready without chasing uploads.
Google Driveor swap with your favorite app
2.Sends email with receipt file
Integrate Gmail and email delivery tools to send receipt attachments to the configured tax upload address for tax submission.
Gmailor swap with your favorite app
3.Pauses for the review delay
Integrate Delay by Zapier and automation schedulers to pause the workflow so receipts can be manually reviewed before shipping.
Delay by Zapieror swap with your favorite app
4.Moves file to processed folder
Integrate Google Drive and archive workflows to move each receipt into the processed folder and complete the intake workflow.
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Explore all tax document collection automations
Accelerate client document intake with automated request sending, file routing, and completion alerts
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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