Connect Template To and TaxAct to Build Intelligent Automations
Enable Integrations or automations with these events of Template To and TaxAct
Enable Integrations or automations with these events of Template To and TaxAct
Triggers
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Actions
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
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Frequently Asked Questions
To start, connect both your Template To and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Template To 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.
The data sync between Template To and TaxAct 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 Template To 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.
About Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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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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