Connect Gmail, Google Workspace, or Microsoft Outlook so the emails that matter don't get lost in someone's personal inbox.
Gmail, Google Workspace, and Microsoft Outlook (via Microsoft Graph) all publish real, public OAuth APIs — so this is one of the few pills on the homepage where TPP connects live, not just via file export. You choose what gets saved to a client's record; TPP never silently ingests every email in your inbox.
How it works
Step 1
An administrator connects Gmail, Google Workspace, or Outlook once, at the firm level. TPP requests only the scopes it needs to send mail and read messages you choose to associate.
Email integrations
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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 →Google Calendar, Microsoft Outlook Calendar, Microsoft 365, and Calendly all connect live — with Zoom, Teams, and Google Meet links generated automatically.
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.