Connect Sender and TaxAct to Build Intelligent Automations

Choose a Trigger

Sender

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Sender and TaxAct

Enable Integrations or automations with these events of Sender and TaxAct

Actions

Create Field

Create Field

Create a new field, for subscriber.

Create Campaign

Create Campaign

Creates a new campaign.

Add Subscriber to Group

Add Subscriber to Group

Add Subscriber to Group

Create Group

Create Group

Creates a new group.

Remove Subscribers From Group

Remove Subscribers From Group

Remove subscribers from the existing group.

Create Subscriber

Create Subscriber

Creates a new subscriber.

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Frequently Asked Questions

How do I start an integration between Sender and TaxAct?

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

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

Absolutely. You can customize how Sender 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 Sender and TaxAct?

The data sync between Sender 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 Sender 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 Sender and TaxAct?

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

Sender

About Sender

Sender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.

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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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