List of Expert Tax Integrations
This is a list of platforms and tools that integrate with Expert Tax. This list is updated as of April 2025.
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Microsoft Excel
Microsoft
Transform data management with seamless collaboration and innovative features.Excel evolves based on your preferences, optimizing data management to boost productivity. You can easily create spreadsheets by utilizing either pre-designed templates or your own layout while employing sophisticated formulas for precise calculations. The latest enhancements to charts and graphs make it easier to present your data in a visually appealing manner, supplemented by various formatting options, sparklines, and tables that allow for more comprehensive analysis. With a single click, generating forecasts becomes a hassle-free process, enabling you to predict upcoming trends effectively. Collaborating with colleagues is made effortless, ensuring you can always work on the latest version of your workbook, which accelerates overall efficiency. Office 365 further enhances your experience by allowing you to access your Excel files seamlessly across different platforms, including mobile, desktop, and web. A standout new feature empowers you to enter data into Excel straight from a photograph; simply take a picture of a printed data table using your mobile device, and the software will transform it into a fully editable format. This groundbreaking image recognition functionality alleviates the monotonous chore of manual data entry from physical documents, thereby expediting and simplifying the process. Moreover, this capability significantly improves your ability to integrate existing paper documents into your digital workflows, ultimately enriching your data management experience. This advancement not only saves time but also encourages a more organized approach to handling data. -
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Sage 50
Sage
Streamline operations, reduce stress, and boost productivity effortlessly.Sage 50 streamlines your business operations, allowing you to devote less time to administrative duties and financial anxieties. With our solution, you can reduce the number of tools you use, as it offers secure remote access to essential company data, analytics, customer records, and critical documents, enabling you to work flexibly and at your convenience. The integration with Microsoft 365 ensures you can utilize vital applications such as MileIQ, OneDrive, SharePoint, Teams, and Sage 50 financials from any device, regardless of your location. This also encompasses key Microsoft Office applications like Outlook, Word, and Excel, enhancing your productivity. The Outlook Connector feature further optimizes your time management by seamlessly syncing your Microsoft Outlook contacts with those in Sage 50. This allows for quick and easy access to vital customer information, including credit limits, contact details, and order history. Additionally, Sage Intelligence, powered by Microsoft Excel and Power BI, delivers valuable insights into your business data, helping you make informed decisions. With these tools, you can enhance your operational efficiency and drive your business forward.
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