Connect Maestra and TaxAct to Build Intelligent Automations

Choose a Trigger

Maestra

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Maestra and TaxAct

Enable Integrations or automations with these events of Maestra and TaxAct

Actions

Create Channel

Create Channel

Create a new channel within a workspace

Upload File

Upload File

Initiates a new file upload to Maestra.

List Files

List Files

Grabs the file list with key id and basic information.

Request a new Action for Maestra

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Frequently Asked Questions

How do I start an integration between Maestra and TaxAct?

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

Can we customize how data from Maestra is recorded in TaxAct?

Absolutely. You can customize how Maestra 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.

How often does the data sync between Maestra and TaxAct?

The data sync between Maestra and TaxAct 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 Maestra to TaxAct?

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 Maestra and TaxAct?

Yes, you can set conditional logic to control the flow of data between Maestra 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.

Maestra

About Maestra

Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.

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TaxAct

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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