Connect Eagle Doc and TaxSlayer to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eagle Doc
Choose an Action
Automatically do this!
- Request a new Action for TaxSlayer
Enable Integrations or automations with these events of Eagle Doc and TaxSlayer
Enable Integrations or automations with these events of Eagle Doc and TaxSlayer
Actions
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Process Receipts
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Process Invoices
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
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Automate Expense Report Approvals via Slack & QuickBooks
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Frequently Asked Questions
To start, connect both your Eagle Doc and TaxSlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in Eagle Doc triggers actions in TaxSlayer (or vice versa).
Absolutely. You can customize how Eagle Doc data is recorded in TaxSlayer. This includes choosing which data fields go into which fields of TaxSlayer, setting up custom formats, and filtering out unwanted information.
The data sync between Eagle Doc and TaxSlayer 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 Eagle Doc and TaxSlayer. 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 Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn MoreAbout TaxSlayer
TaxSlayer is a comprehensive online tax preparation service that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly platform with step-by-step guidance, ensuring accurate and efficient tax filing. With features like deduction maximization, refund tracking, and support for various tax forms, TaxSlayer caters to both simple and complex tax situations.
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