Workflow Automation
There's no general-purpose "automation platform" integration on this list — because TPP's own Workflow Templates already do this natively, without a third-party connector in between.
Some tools in this category promise to connect to a generic automation platform (like Zapier) so you can wire up your own triggers. TPP takes a more direct approach: workflow automation is a native, first-party feature — task sequences, document requests, and reminders that fire automatically as a client moves through your process — rather than something you'd need an external integration to build yourself. Two Communication-category connections that many firms pair with automated workflows, Slack notifications and SMS reminders, are honestly labeled Coming Soon below rather than claimed as available today.
How it works
Step 1
TPP watches for the trigger — a new client record, a document received, a stage change — without any per-client setup.
Native TPP feature
Build a reusable stage sequence once — new client onboarding, document collection, return review — and TPP moves every matching client through it automatically, firing the right task, reminder, or document request at each stage.
See Workflow Automation in detail →Automation-adjacent connections
These aren't automation platforms — they're notification channels some firms pair with their workflows. Both are honestly still in development.
Get firm notifications where your team already talks.
Text clients appointment reminders and document requests.
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.
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