Integrations

Connected tools and platform status for the Pretty Penny tech stack

Live integrations with Double, TaxDome, Anchor, and CCH Axcess are scoped for Phase 2. The QBO sandbox connection is active for prototype demonstration purposes.

Active

QuickBooks Online

Sandbox Connected

Transaction data, bank feeds, reconciliation, and financial report generation

Sandbox mode — no real client data connected

Coming in Phase 2

Double

Phase 2

Bookkeeping task management and client close checklists — core AM workflow hub

TaxDome

Phase 2

Client portal, document storage, tax workflows, and client communication tracking

Anchor

Phase 2

Client contracts and recurring billing management

CCH Axcess

Phase 2

Tax preparation, review, and e-filing for all client returns

Supabase

Phase 2

Live database — client records, checklists, SOPs, and intake data

Native / Always On

Gmail

Native

Client email communication, synced with TaxDome for full thread visibility

Always connected

Google Drive

Native

Internal resource library — SOPs, training recordings, templates, and client files

Always connected

Google Voice

Native

Office phone line for client calls and text messages (214-506-8203)

Always connected

Google Calendar

Native

Team scheduling, client meeting management, and availability blocking

Always connected

Google Meet

Native

Internal and client video calls and audio meetings

Always connected

Calendly

Native

Discovery calls, tax review calls, and paid client Q&A booking

Always connected