Connect Decision Vault and FreeTaxUSA to Build Intelligent Automations
Enable Integrations or automations with these events of Decision Vault and FreeTaxUSA
Enable Integrations or automations with these events of Decision Vault and FreeTaxUSA
Actions
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
Get Contacts for Matter
Pull contacts for a given matter (by id).
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Frequently Asked Questions
To start, connect both your Decision Vault and FreeTaxUSA accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in FreeTaxUSA (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in FreeTaxUSA. This includes choosing which data fields go into which fields of FreeTaxUSA, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and FreeTaxUSA 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 Decision Vault and FreeTaxUSA. 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 Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
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About FreeTaxUSA
FreeTaxUSA is an online tax preparation service that offers a cost-effective solution for individuals and businesses to file their federal and state taxes. With a user-friendly interface, it simplifies the tax filing process, ensuring accuracy and compliance with the latest tax laws. FreeTaxUSA provides step-by-step guidance, making it easy for users to maximize their deductions and credits, ultimately helping them save money on their taxes.
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