Connect Certifier and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Certifier and TaxAct
Enable Integrations or automations with these events of Certifier and TaxAct
Triggers
New Group
Triggers when new group is created.
Actions
Delete Credential
Delete an existing Credential.
Delete Group
Delete an existing group.
Update a credential
Update a credential
Update a group
Update a group
Create Group
Creates a group.
Issue Credential
Creates, issues, and sends a credential to a recipient.
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Frequently Asked Questions
To start, connect both your Certifier and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Certifier data is recorded in TaxAct. This includes choosing which data fields go into which fields of TaxAct, setting up custom formats, and filtering out unwanted information.
The data sync between Certifier and TaxAct typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Certifier and TaxAct. 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.
About TaxAct
TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.
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