Your Tools, Finally Talking to Each Other
Stop copying data between systems. Let intelligent integrations handle the busywork so your team can focus on clients.
Connect Your Entire Stack
Link QuickBooks, Lacerte, Drake, Canopy, Karbon, and 50+ other tools into a single unified workflow — no more app-switching.
Eliminate Double-Entry
Data entered once flows everywhere it needs to go. Client updates, time entries, and financial data sync automatically across all connected systems.
AI-Learned Workflows
The integration engine learns your team's patterns and suggests automation rules — getting smarter the more you use it.
Intelligent Integration Hub
Connect your entire tech stack through a single dashboard. Pre-built connectors get you up and running in minutes, while AI-powered workflow rules automate the data flow between systems.
- Bi-Directional Data Sync
Changes in any connected system are reflected everywhere in real time. No batch jobs, no overnight syncs — just instant consistency.
- Pre-Built Connectors
50+ ready-made integrations for popular accounting, tax, and practice management platforms. Connect in minutes, not weeks.
- Custom API Integrations
Need a connection we don't have yet? Our API framework lets you build custom integrations or we'll build them for you.
- Workflow Automation Rules
Create if-then rules that trigger actions across systems. When a tax return is filed, update the client portal, send a notification, and log the completion.
Integration Hub
QuickBooks Online
Accounting
QuickBooks Desktop
Accounting
Lacerte Tax
Tax Prep
Drake Software
Tax Prep
Canopy
Practice Mgmt
Karbon
Workflow
Bill.com
AP/AR
Gusto
Payroll
Last Sync: 2 minutes ago
1,247 records synced today across all platforms
Who It's For
Built for firms that use multiple tools and are tired of manual data transfer
Multi-Software Firms
Connect your tax, accounting, and practice management tools into one seamless workflow.
Growing Practices
Scale operations without adding complexity. Integrations grow with your tech stack.
Multi-Location Offices
Ensure data consistency across offices with real-time sync between all locations.
Outsourced Accounting
Connect seamlessly with client systems while maintaining your own internal tools.
Automation Rules
Tax Return Filed in Lacerte
Update status in Canopy + Email client
New Client in Canopy
Create entity in QBO + Send intake form
Invoice Paid in Bill.com
Record payment in QBO + Notify team
Payroll Run in Gusto
Create journal entry in QBO
Automation Rules That Learn Your Workflows
Create if-then rules that trigger actions across your connected systems. When a tax return is filed, the client portal updates, the team is notified, and the next task is created — all automatically.
The AI observes your team's patterns and suggests new automation rules over time, continuously finding ways to eliminate manual steps you didn't even realize you were taking.
Frequently Asked Questions
Which platforms do you integrate with?
We offer pre-built integrations with 50+ platforms including QuickBooks Online/Desktop, Xero, Sage, Lacerte, Drake, ProSeries, Canopy, Karbon, Practice CS, Bill.com, Gusto, ADP, and many more. We add new integrations regularly based on client demand.
How does the AI learn my workflows?
The integration engine monitors how your team moves data between systems and identifies patterns. After observing repeated manual steps, it suggests automation rules. For example, if you always update a client's status in your PM system after filing their return, it will suggest automating that step.
Is my data secure during sync?
All data transfers are encrypted with TLS 1.3 in transit and AES-256 at rest. We use OAuth 2.0 for authentication with connected platforms and maintain SOC 2 Type II compliance. Your data never passes through unsecured channels.
Can I build custom integrations?
Yes. Our REST API and webhook framework allow you to build custom integrations with any system that has an API. We also offer professional services to build custom connectors for proprietary or legacy systems.
What happens if a connected service goes down?
Our sync engine includes automatic retry logic, conflict resolution, and a change queue that holds updates until the destination system is available again. You'll receive notifications about sync issues and can review a complete audit log of all data movements.