Google Sheets + Taxaroo
Log new document requests in Taxaroo to a Google Sheets row
When a new document request arises in Taxaroo, expedite your workflow by automatically adding a row in Google Sheets. This quick and efficient process saves you time and ensures you're always up-to-date on current document requests, allowing for better management and organization of your tax documents.
When a new document request arises in Taxaroo, expedite your workflow by automatically adding a row in Google Sheets. This quick and efficient process saves you time and ensures you're always up-to-date on current document requests, allowing for better management and organization of your tax documents.
- When this happens...New Document Requested
Triggers when a new document is requested.
- 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.