Connected Apps

Integration Library

Our automation programs connect with the software your firm already uses. Every integration listed here has been built and deployed in a live client environment. We expand the library continuously as we bring on new clients and new tools.

Don't see your stack? Ask us. If it has an API or a UI, we can likely automate it.

Operator monitoring connected systems on a tablet

Tax Software

  • CCH Axcess Tax
  • Lacerte
  • SurePrep

Document Management

  • CCH Document
  • GoFileRoom
  • Ignition
  • Microsoft SharePoint
  • Sharefile
  • Suralink

Practice Management & Workflow

  • Airtable
  • Canopy
  • CCH Workflow
  • CCH Workstream
  • ClickUp
  • Firm 360
  • FirmFlow
  • Karbon
  • Monday
  • Practice CS

Accounting & ERP

  • Practice ERP
  • QuickBooks Online
  • Xero

Scheduling & Client Communication

  • Calendly
  • SchedulEase
  • Microsoft Outlook
  • Microsoft Teams

Intake & Delivery

  • Inflo
  • SafeSend
  • Soraban
  • Suralink
  • Truss

Data & Reporting

  • Excel
  • Power BI

CRM & Sales

  • Pipedrive
  • Salesforce

Other

  • Archive Intel
  • Fresh Desk
  • Knuula
  • Mailchimp

Infrastructure & Platforms

  • Microsoft Azure
  • Microsoft SQL Server
  • Azure AI Foundry
  • Azure Document Intelligence
Automated systems working in coordination on a production line
Built in Production

Every Integration Runs in a Live Environment

We don't ship theoretical connectors. Each integration in this library was built to solve a real workflow for a real firm, deployed into a live environment, and monitored in production. When we add a tool to your stack, it's backed by the same engineering discipline.

Don't see your stack here?

Bring it to a discovery call. We'll tell you whether we've worked with it before and what an integration would look like for your firm.

Book a Discovery Call →