Connect Bigin and TurboTax to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Bigin and TurboTax?

To start, connect both your Bigin and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in TurboTax (or vice versa).

Can we customize how data from Bigin is recorded in TurboTax?

Absolutely. You can customize how Bigin data is recorded in TurboTax. This includes choosing which data fields go into which fields of TurboTax, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bigin and TurboTax?

The data sync between Bigin and TurboTax typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bigin to TurboTax?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bigin and TurboTax?

Yes, you can set conditional logic to control the flow of data between Bigin and TurboTax. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Bigin

About Bigin

Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.

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TurboTax

About TurboTax

TurboTax is a leading tax preparation software that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly interface and step-by-step guidance to ensure accurate and efficient tax filing. With TurboTax, users can maximize their deductions and receive their maximum refund. The software is designed to cater to various tax situations, making it a versatile tool for tax preparation.

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