Connect EKM and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Update Order with Status
New Order Status
New Order With Status
New Paid Order
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of EKM and TaxAct
Enable Integrations or automations with these events of EKM and TaxAct
Triggers
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
New Order With Status
Trigger when new order is added that match to the given order status.
Actions
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Update Product Variant
Modify the details of an existing product variant.
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Frequently Asked Questions
To start, connect both your EKM and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how EKM 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 EKM 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 EKM 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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