When this happens...

Automatically do this!
Enable Integrations or automations with these events of Upwave and TurboTax
Creating a new Card in Upwave .
get all Workspaces.
get all Members.
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Upwave and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Upwave triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how Upwave 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.
The data sync between Upwave and TurboTax 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 Upwave 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.
Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.
Learn MoreTurboTax 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.
Learn More