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Available on Zapier

Connect Taxara to
7,000+ Apps

Automate your tax notice workflows. When Taxara classifies a notice, creates a deadline, or flags an error — trigger actions in Slack, Asana, Google Calendar, and thousands more.

Browse Recipes

No code required · Set up in 5 minutes · Works with your existing tools

7,000+

Connected Apps

18

Webhook Events

17

Pre-Built Recipes

< 5 min

Setup Time

How Taxara + Zapier Works

Taxara sends real-time webhook events. Zapier catches them and triggers actions in any connected app.

1

Taxara Processes

Upload a tax notice to Taxara. Our AI classifies it, extracts fields, and detects deadlines.

2

Webhook Fires

Taxara sends a real-time webhook event to Zapier with all the structured data.

3

Zapier Acts

Zapier routes the data to Slack, Asana, Google Calendar, or any of 7,000+ apps.

Data Flow

Taxara

Tax Notice AI

Webhook

Zapier

Automation

Triggers

Your App

Slack, Asana, etc.

Pre-Built Zap Recipes

Pick a recipe, follow the steps, and you're connected in minutes. No coding needed.

New Notice → Slack Alert

Popular

Get an instant Slack notification whenever a tax notice is classified, including the form type, agency, and response deadline.

Notice Classified
Slack

Deadline Created → Asana Task

Popular

Automatically create an Asana task with the right due date whenever Taxara detects a response deadline in a notice.

Deadline Created
Asana

Notice Uploaded → Teams Message

Notify your tax team in Microsoft Teams the moment a new notice hits Taxara.

Notice Uploaded
Microsoft Teams

Processing Error → Email Alert

Get emailed immediately when a notice fails processing so you can investigate and re-upload.

Notice Error
Gmail

Deadline → Google Calendar Event

Popular

Automatically create calendar events for every tax deadline Taxara extracts.

Deadline Created
Google Calendar

Status Change → Monday.com Update

Keep your Monday.com board in sync when notice statuses change in Taxara.

Notice Status Changed
Monday.com

Overdue Deadline → SMS Alert

Get an SMS when a deadline becomes overdue — never miss a response window.

Deadline Overdue
Twilio

Notice Classified → Google Sheets Row

Log every classified notice to a Google Sheet for reporting and tracking.

Notice Classified
Google Sheets

Fields Extracted → HubSpot Note

Add extracted notice data as a note on the matching HubSpot contact.

Notice Extracted
HubSpot

New Client → Slack Alert

Notify your team in Slack whenever a new client record is added to Taxara.

Client Created
Slack

Engagement Opened → Asana Project

Popular

Automatically create an Asana project when a new tax engagement is opened in Taxara.

Engagement Created
Asana

Engagement Status → Monday.com

Keep your Monday.com board in sync when engagement statuses change in Taxara.

Engagement Status Changed
Monday.com

Payroll Synced → Google Sheets

Log every payroll sync result to a Google Sheet for compliance tracking.

Payroll Synced
Google Sheets

Escalation Created → Email Alert

Popular

Get an urgent email whenever a client interaction triggers an escalation case.

Escalation Created
Gmail

New Notice → Auto Risk Analysis

Popular

Automatically run AI risk analysis on every new notice and post the score to Slack.

Notice Classified
Slack

Notice Resolved → Draft Response Letter

Auto-generate an AI response letter when a notice moves to IN_REVIEW status.

Notice Status Changed
Taxara API

Time Entry → QuickBooks Invoice

Sync billable time entries to QuickBooks as line items on client invoices.

Time Entry Created
QuickBooks

Webhook Events

Taxara sends these events in real-time. Use them as Zapier triggers or build custom integrations.

Webhook Security

Every webhook delivery is signed with HMAC-SHA256. Verify the X-Taxara-Signature header to ensure payloads are authentic.

verify_signature.js
const crypto = require('crypto');
const signature = req.headers['x-taxara-signature'];
const timestamp = req.headers['x-taxara-timestamp'];
const expected = crypto
  .createHmac('sha256', WEBHOOK_SECRET)
  .update(timestamp + '.' + JSON.stringify(req.body))
  .digest('hex');
if (signature !== expected) throw new Error('Invalid');

What Firms Automate

Real-Time Alerts

Get Slack, Teams, or SMS notifications the moment a notice is classified or a deadline approaches.

Auto-Create Tasks

Push deadlines and follow-ups to Asana, Monday.com, Trello, or ClickUp — automatically.

Calendar Sync

Every tax deadline becomes a Google Calendar or Outlook event with reminders.

Logging & Reporting

Log every classified notice to Google Sheets, Airtable, or your data warehouse.

CRM Updates

Add notice data as HubSpot or Salesforce notes, keeping client records current.

Client Notifications

Auto-email clients when their notice is resolved or a deadline is approaching.

Ready to Connect Your Workflow?

Sign up for Taxara, enable webhooks, and connect to Zapier in under 5 minutes.

No credit card required · Free plan includes webhooks