Google Sheets + Taxaroo
Organize new Taxaroo documents by creating corresponding rows in Google Sheets
Streamline your document submission and record-keeping process with this efficient workflow. When a new document is submitted in Taxaroo, it is instantaneously reflected as a row in your Google Sheets. This helps minimize manual labour and ensures accurate, up-to-date records, making document monitoring a breeze.
Streamline your document submission and record-keeping process with this efficient workflow. When a new document is submitted in Taxaroo, it is instantaneously reflected as a row in your Google Sheets. This helps minimize manual labour and ensures accurate, up-to-date records, making document monitoring a breeze.
- When this happens...New Document Submitted
Triggers when a new document submitted.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Taxaroo
Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.