Accounting
QuickBooks Online, Xero, and Zoho Books connect live. Wave supports import/export only, since Wave no longer offers open API access to new integrations.
QuickBooks Online, Xero, and Zoho Books each publish a public OAuth 2.0 API, so TPP connects to them directly with a client-controlled consent screen for exactly which data syncs. Reconzyle — a first-party product in the same ecosystem as TPP — is under active development as a deeper, purpose-built bookkeeping-to-tax-prep pipeline, and is honestly marked Coming Soon rather than claimed as live before it ships.
How it works
Step 1
TPP doesn't duplicate a general ledger — QuickBooks Online, Xero, or Zoho Books stays the system of record for day-to-day bookkeeping.
Accounting integrations
Accounting
Sync client accounting data with TPP.
Accounting
First-party ecosystem integration — bookkeeping that flows straight into tax prep.
Accounting
Sync client accounting data with TPP.
Accounting
Sync client accounting data with TPP.
Accounting
Exchange accounting data with TPP.
Explore other categories
TPP isn't a replacement for Drake, ProSeries, Lacerte, UltraTax CS, TaxWise, or ATX — it's the client-facing layer that sits alongside whichever one your firm already uses.
Learn more →Connect Gmail, Google Workspace, or Microsoft Outlook so the emails that matter don't get lost in someone's personal inbox.
Learn more →Google Calendar, Microsoft Outlook Calendar, Microsoft 365, and Calendly all connect live — with Zoom, Teams, and Google Meet links generated automatically.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.