Connected to the tools that stay.
Untangly replaces the practice layer: the project tool, the portal, the eSignature app, the scheduler, the time tracker. It connects to everything else, and this page is specific about which is which.
90 apps. 5 connect today; the rest are on the roadmap and marked as such.
Gmail
Send and receive client email without leaving Untangly. Messages file themselves to the client record, so the thread is where the work is rather than in one person's inbox.
Email & Calendar
Microsoft 365 / Outlook
Full parity with the Google side for the Microsoft half of the world: Outlook mail sent and received in-app, filed against the client it concerns.
Email & Calendar
Google Calendar
Two-way sync. Bookings taken through Untangly land on your Google calendar, and anything already on your calendar blocks the slot.
Email & Calendar
Outlook Calendar
The same two-way booking sync for Outlook calendars, with invites sent from your own account so clients recognise the sender.
Email & Calendar
Stripe
Card and bank withdrawal payments on portal invoices, US and Canada. Payments reconcile against the invoice automatically, at standard Stripe rates with no markup from us.
Payments & Billing
QuickBooks Online
QBO stays your ledger. Clients and invoices stay in step with it, so the books and the practice agree without re-entry.
Accounting & Ledger
QuickBooks Online Accountant
The accountant-side view of your QBO client list, matched to the clients you already hold here.
Accounting & Ledger
QuickBooks Desktop
For the clients still on desktop files: client and invoice data read across, so they are not the exception nobody tracks.
Accounting & Ledger
Xero
Same deal as QuickBooks. Xero keeps the ledger, Untangly keeps the practice, and contacts and invoices stay in step across both.
Accounting & Ledger
Xero Practice Manager
Client and contact data synchronised with XPM, for firms running both while they move.
Accounting & Ledger
Sage Accounting
Ledger and contact sync for the firms whose clients sit on Sage rather than QuickBooks or Xero.
Accounting & Ledger
FreshBooks
Client and invoice sync for smaller books, so a FreshBooks client is tracked the same as any other.
Accounting & Ledger
Wave
Ledger sync for micro-business clients, so they cost you no more admin than the larger ones.
Accounting & Ledger
Silverfin
Working papers and compliance files in Silverfin, tied to the engagement that produced them.
Accounting & Ledger
Active
Client details pushed into Active's workpapers, so the prep file starts populated instead of empty.
Accounting & Ledger
Aider
Period-close checks and advisory prompts surfaced against the client, not on a dashboard nobody opens.
Accounting & Ledger
Dext
Receipts and bills captured in Dext, with the chase for what is still missing run from here.
Accounting & Ledger
Uncat
Uncategorised transactions turned into a client request, so the close is not held up by one unanswered email.
Accounting & Ledger
FinOptimal
Accrual and fixed-asset automation over QuickBooks, with the resulting work tracked as a job.
Accounting & Ledger
Expensify
Client expense reports pulled in as source documents rather than forwarded as attachments.
Accounting & Ledger
Abacor
Notes, transcripts and contacts kept in step with Abacor, so outsourced work stays visible on your board.
Accounting & Ledger
CCH Axcess
Return status and client data from Axcess, so tax season progress shows on the same board as everything else.
Tax & Filing
ProConnect
Returns in ProConnect linked to the engagement, so preparation status is not a second place to look.
Tax & Filing
Lacerte
Client and return data across from Lacerte, without keying the same organiser twice.
Tax & Filing
Drake Tax
Drake clients and return status mapped onto your engagements, for firms whose season runs on it.
Tax & Filing
UltraTax CS
UltraTax client records and return progress read into the practice, so nothing is tracked in a spreadsheet alongside.
Tax & Filing
TaxCycle
Canadian T1 and T2 work in TaxCycle, tied to the client and the deadline it belongs to.
Tax & Filing
StanfordTax
Organiser intake that fills itself from last year's return, with progress visible on the engagement.
Tax & Filing
Filed
Clients, work and documents handed to Filed for AI-assisted 1040 prep, and the result handed back.
Tax & Filing
Juno
Client documents pulled into Juno, validated, and sent on to your tax software without a manual export.
Tax & Filing
Truss
Tax workflow automation wired to your jobs, so the automated steps and the tracked steps are the same steps.
Tax & Filing
Tallyfor
Tax workpapers built from the ledger, with clients, jobs and documents kept in step both ways.
Tax & Filing
QX ROBO1040
1040 preparation handed off and returned as a completed job rather than an email thread.
Tax & Filing
TaxBandits (US)
1099 season end to end — intake through IRS acceptance — tracked per client without leaving the app.
Tax & Filing
Zenwork Tax1099
1099 and W-2 e-filing driven from your client list, with filing status back on the record.
Tax & Filing
TaxNow
IRS transcript monitoring with alerts that land as work, so notices are found before the client calls.
Tax & Filing
RCReports
Reasonable compensation reports generated and stored against the entity they defend.
Tax & Filing
Gusto
Payroll runs, due dates and run status for the clients you file for, without logging into each account.
Payroll & HR
Wagepoint
Canadian and US payroll runs surfaced as work with real deadlines rather than a recurring reminder.
Payroll & HR
Moorepay
UK payroll and HR data for managed clients, tied to the entity and the filing calendar.
Payroll & HR
BambooHR
Your own staff records: new hires get an Untangly seat, leavers lose one, and time off feeds capacity.
Payroll & HR
Bill.com
Client AP and AR runs visible as work, so approvals are chased on the same board as everything else.
Payments & Billing
Melio
Bill payments for the clients you run AP for, reconciled against the job that authorised them.
Payments & Billing
Plaid
Bank connections for ACH collection and verification, without asking a client to type a routing number.
Payments & Billing
Ignition
Proposals, engagement letters and collection. Untangly does all three natively — this is for firms mid-switch.
Payments & Billing
GoProposal
Scoped pricing and engagement letters, which Untangly issues and signs itself. Connect it while you migrate.
Payments & Billing
Anchor
Proposal-to-payment billing. Ours is built in; the connector exists so a switch does not have to happen in one weekend.
Payments & Billing
Socket
Pricing and scope control at the proposal stage, which Untangly already covers. Kept here for firms running both.
Payments & Billing
Microsoft Exchange
Self-hosted and hybrid Exchange mailboxes, filed to the client the same way Microsoft 365 mail is.
Email & Calendar
Google Drive
Client folders in Drive linked to the client record, so nobody goes hunting for the folder.
Documents & Storage
Microsoft OneDrive
OneDrive files attached to the engagement they belong to, rather than copied into a second place.
Documents & Storage
Microsoft SharePoint
The firm's document library stays where IT put it; the links to it live on the client record.
Documents & Storage
Dropbox
Dropbox folders mapped to clients, with one place to see what has been received and what has not.
Documents & Storage
SuiteFiles
Contacts and organisation data kept in step with SuiteFiles, so neither side becomes the stale copy.
Documents & Storage
Workiro
Documents and signature requests handled in Workiro, tracked against the job that needed them.
Documents & Storage
Waybook
Your firm's playbooks and SOPs linked into the workflows where they apply, so the documented process and the working one stop drifting apart.
Documents & Storage
Liscio
A client portal and secure messaging, which is the part of Untangly clients actually touch. Connect it while you move off it.
Client Communication
ClientWindow
WhatsApp threads with clients read and answered from the client record instead of someone's phone.
Client Communication
VXT
Calls placed from the client record, with recordings and transcripts filed back against it.
Client Communication
Ping Assistant
Inbound client calls answered and summarised, with the follow-up landing as work rather than a voicemail.
Client Communication
Slack
Turn a Slack message into a task or a client note without retyping it, and get job alerts where the team already is.
Client Communication
Soraban
Client data collection run in Soraban, with progress visible next to the engagement waiting on it.
Client Communication
Cognito Forms
Intake and onboarding forms whose answers arrive as client data, not as an attachment to read later.
Client Communication
Intuit Mailchimp
Firm newsletters and campaigns sent to your real client list, kept current without a CSV export.
Client Communication
Mailchimp Newsletter (Zapier)
A Zapier recipe that adds and removes newsletter subscribers as clients come and go.
Client Communication
AskNicely
NPS asked once the work actually ships, with the score attached to the client who gave it.
Client Communication
SurveySparrow
Client surveys triggered by a job finishing, with responses read on the client record.
Client Communication
HubSpot
Deals and contacts in HubSpot, with a won deal arriving here as a client rather than a copy-paste.
CRM & Sales
Pipedrive
Your pipeline stays in Pipedrive; closed-won hands the client over with the detail already filled in.
CRM & Sales
Typeform Web Form (Zapier)
A Zapier recipe that turns a web-form enquiry into a lead here, with the answers attached.
CRM & Sales
Spotlight Reporting
Advisory reporting scheduled as recurring work, so the management pack has an owner and a due date.
Reporting & Analysis
Companies House (UK)
Company details and statutory deadlines pulled straight from the register for every entity you act for.
Compliance & Verification
FileForms
Entity compliance across all 50 states — annual reports, registered agent, formations, EINs — tracked per entity.
Compliance & Verification
BGL
SMSF and corporate compliance data for Australian firms, matched to the entity it belongs to.
Compliance & Verification
IdentityCheck (StackGo)
ID verification and AML screening run at onboarding, with the outcome stored on the client record.
Compliance & Verification
Xama
Automated KYC and AML checks that gate onboarding, so a client cannot quietly skip the step.
Compliance & Verification
Summa Tech
Verified contacts created from Summa Tech's checks, so onboarding starts from confirmed identity.
Compliance & Verification
Zoom
Every client meeting becomes a searchable note on the client record, without anyone writing it up.
Meetings & Notes
Microsoft Teams
Teams meetings and recordings tied to the client, and job alerts posted into the channel that cares.
Meetings & Notes
Jump
Meeting notes and follow-ups written for you, filed to the client rather than into a doc nobody reopens.
Meetings & Notes
Vinyl
Post-meeting actions captured as real work, so what was promised in the call has an owner.
Meetings & Notes
Brieff
Client meetings turned into a summary and a set of next steps attached to the engagement.
Meetings & Notes
Calendly
Scheduling links, which Untangly's booking pages already cover. Connect it for the firms who live in it.
Meetings & Notes
QuickBooks Time
Timesheets against clients and jobs. Untangly tracks time where the work is; this is for firms still on QuickBooks Time.
Time & Capacity
Float
Resource scheduling. We plan capacity from the work itself, so this exists for firms already booked out in Float.
Time & Capacity
Zapier
Triggers and actions for the 5,000+ apps we will never build a connector for.
Automation & Developer
Zapier Webhooks
Raw webhooks in and out, for the workflow that does not fit a prebuilt step.
Automation & Developer
Contact Sync (Zapier)
A Zapier recipe that keeps contacts in step with your cloud accounting software.
Automation & Developer
Ignition Contact Update (Zapier)
A Zapier recipe that updates contact details here when a client signs a proposal in Ignition.
Automation & Developer
Microsoft Entra ID
Single sign-on and user provisioning from your directory, so access follows the employee record.
Automation & Developer
The API
Clients, engagements, documents, time, and invoices, readable and writable. For the firm with a BI dashboard, an intranet, or an ops person who scripts. Firm Plus tier.
Something we're missing?
The integrations list grows by request, in the order firms actually need things. Tell us in the demo what your stack requires. If we cannot connect it yet, we will say so and tell you when we can.
Request an integrationNothing matches that. Clear the search, or ask for it in the demo — the list grows by request.
Replace or connect: the honest line
We replace the project tool, the client portal, the eSignature subscription, the scheduling link, the time tracker, and the tracking spreadsheet. Keeping any of them alongside Untangly recreates the gaps you came here to close.
We connect to your ledger, your email, your calendar, and your payment rails. We do not do bookkeeping, tax preparation, or accounting. QuickBooks, Xero, and your tax software do that. Practice management and accounting are different jobs, and each is better done by a tool built for it.
Bring your stack to the demo.
We will map it live: what Untangly replaces, what it connects to, and what your monthly total looks like after.
Book a demo