Connect Maestra and CCH Axcess to Build Intelligent Automations
Enable Integrations or automations with these events of Maestra and CCH Axcess
Enable Integrations or automations with these events of Maestra and CCH Axcess
Actions
Create Channel
Create a new channel within a workspace
Upload File
Initiates a new file upload to Maestra.
List Files
Grabs the file list with key id and basic information.
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Frequently Asked Questions
To start, connect both your Maestra and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Maestra triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Maestra data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between Maestra and CCH Axcess 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 Maestra and CCH Axcess. 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 Maestra
Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.
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About CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
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