Scheduling
Google Calendar, Microsoft Outlook Calendar, Microsoft 365, and Calendly all connect live — with Zoom, Teams, and Google Meet links generated automatically.
Scheduling is one of the more mature integration categories in TPP's catalog: every major calendar provider here publishes a public OAuth API, so availability, booking, and meeting-link creation all happen for real, not through a manual workaround.
How it works
Step 1
An administrator or staff member connects Google Calendar, Outlook Calendar, Microsoft 365, or Calendly with OAuth.
Calendar integrations
Scheduling
Schedule client meetings without leaving TPP.
Scheduling
Schedule client meetings without leaving TPP.
Scheduling
One connection for Outlook Calendar, Email, and Teams.
Scheduling
Let clients book directly onto your calendar.
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 →Stripe, PayPal, and QuickBooks Payments connect live for invoicing and payment status. TPP never touches raw card data.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.