IntegrationsSensibleTurboTax
Sensible + TurboTax

Connect Sensible and TurboTax to Build Intelligent Automations

Choose a Trigger

Sensible

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of Sensible and TurboTax

Enable Integrations or automations with these events of Sensible and TurboTax

Triggers

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

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Actions

Extract Document

Extract Document

Extract data from a document

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Frequently Asked Questions

How do I start an integration between Sensible and TurboTax?

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

Can we customize how data from Sensible is recorded in TurboTax?

Absolutely. You can customize how Sensible 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.

How often does the data sync between Sensible and TurboTax?

The data sync between Sensible and TurboTax 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 Sensible to TurboTax?

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 Sensible and TurboTax?

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

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

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TurboTax

About 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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