Connect Extracta.ai and TurboTax to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Extracta.ai
Choose an Action
Automatically do this!
- Request a new Action for TurboTax
Enable Integrations or automations with these events of Extracta.ai and TurboTax
Enable Integrations or automations with these events of Extracta.ai and TurboTax
Actions
Create extraction
Create a new extraction that pulls the specified data fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, or the data it extracts.
View extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete extraction
Permanently deletes an entire extraction, a specific batch, or a single file inside a batch.
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Frequently Asked Questions
To start, connect both your Extracta.ai and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how Extracta.ai data is recorded in TurboTax. This includes choosing which data fields go into which fields of TurboTax, setting up custom formats, and filtering out unwanted information.
The data sync between Extracta.ai and TurboTax 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 Extracta.ai and TurboTax. 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 Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
Learn MoreAbout TurboTax
TurboTax is a leading tax preparation software that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly interface and step-by-step guidance to ensure accurate and efficient tax filing. With TurboTax, users can maximize their deductions and receive their maximum refund. The software is designed to cater to various tax situations, making it a versatile tool for tax preparation.
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