Your Tax Resolution Stack
Whether you run Salesforce, CCH, or a custom internal system, TaxVero connects with your existing workflow so your team keeps working the way it already does.
TaxVero Connects to The Software You Already Run
TaxVero connects to the software your business already runs - CRMs, tax preparation platforms, and any other tool in your stack. Case data, client information, transcript data, and workflow activity move between TaxVero and your existing systems automatically.
No duplicate entry, no manual exports, no switching between platforms to find what you need.
- Case data
- Client information
- Transcript data
- Workflow activity
Manage Relationships and Caseload From The Same Place
Manage your client relationships and resolution caseload from the same place. TaxVero connects to your CRM so case status, client data, and portal activity stay current inside the system your team already uses to manage its pipeline.
Case progress, client information, and portal activity sync to Salesforce - your pipeline and your active caseload in one view.
TaxVero case and client data flows into SugarAI (Formerly SugarCRM) alongside your existing client management and business development workflows.
For firms running their operations inside the Microsoft ecosystem, TaxVero connects case activity and client data to Dynamics 365.
Wage & Income Data, Ready in The Return
The wage and income data your business needs for a return is already in the transcript. TaxVero pushes W&I data directly to your tax preparation software, so income figures, employer details, and 1099 data are ready in the return without anyone re-entering them.
CCH AxcessW&I transcript data flows directly into CCH Axcess - income, employer details, and 1099 data ready for the return the moment transcripts are pulled.
Wage and income figures from TaxVero transcripts push into Lacerte, keeping transcript data and return preparation in sync without manual transcription.
W&I data from TaxVero transcripts flows into Drake for preparation engagements, where transcript data informs the return.
For Every Tool A Standard Connector Doesn't Cover
For organizations with specific workflow requirements or tools not covered by a standard connector, TaxVero's open API makes the connection possible. Your team gets the same data flow inside whatever software your business depends on.
No new platform to learn. No workflow to rebuild. TaxVero works inside the tools your team already trusts.
Keep working the way your team already does.
TaxVero connects with your existing workflow - CRMs, tax preparation platforms, and any other tool in your stack - so case data, client information, and transcript data move automatically, with no duplicate entry.
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