Integration of Smartsheet to TaxWise software

Yemi A

Hello,

I have documents stored per row for each tax filer in the sheet.

However, to enable seamless operation, the tax preparer would like the documents to be automatically transferred to the filer's account on the tax preparation software called TaxWise.

Does anyone have any idea how this can achieved ?

I’d really appreciate the support.

Thank you.

Br,

Yemi

Lindsay Whitbread

Hi Yemi,

Good news and bad news…

The bad news is that although TaxWise has a number of data exchange utilities in the TaxWise marketplace, as far as I'm aware, there is no out-of-the-box solution available for Smartsheet specifically.

The good news is that luckily, because there is an open API available for TaxWise, you have the option of getting a Smartsheet integration specialist like InfoSpark, who I work with, to build you a connector that works just the way you need.

If you'd like to reach out to InfoSpark via their website, or reach out to me directly, we can let you know what would be involved in getting that automated movement of information from Smartsheet into TaxWise - just the way you need!

Cheers,

Lindsay

Yemi A

Hi @Lindsay Whitbread

Thanks for your reply.

I just dropped a note for you via your website contact form and left my phone number and email.

Kindly make contact.

Thanks so much.

BR,

Yemi