Integrations EasyPractice H&R Block
EasyPractice + H&R Block

Connect EasyPractice and H&R Block to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

H&R Block

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Enable Integrations or automations with these events of EasyPractice and H&R Block

Enable Integrations or automations with these events of EasyPractice and H&R Block

Triggers

New Client

New Client

Triggers when a new client is created.

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Frequently Asked Questions

How do I start an integration between EasyPractice and H&R Block?

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

Can we customize how data from EasyPractice is recorded in H&R Block?

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

How often does the data sync between EasyPractice and H&R Block?

The data sync between EasyPractice and H&R Block 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 EasyPractice to H&R Block?

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 EasyPractice and H&R Block?

Yes, you can set conditional logic to control the flow of data between EasyPractice and H&R Block. 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.

EasyPractice

About EasyPractice

EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.

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H&R Block

About H&R Block

H&R Block is a leading provider of tax preparation services, offering a range of solutions to help individuals and businesses manage their tax needs efficiently. With a focus on accuracy and customer satisfaction, H&R Block provides both in-person and online tax filing options, ensuring that clients receive the maximum refund possible. The platform also offers tools for tax planning and financial advice, making it a comprehensive resource for all tax-related matters.

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