End-to-end Integrations
Works inside the tools you already use.
Documents are pulled automatically from where they already live: Google Workspace, Microsoft 365, Gmail, Outlook, and QuickBooks. Everything backs up to your own drive. Then your team gets a prep ready workpaper for whatever tax software you run.
We don't replace your tax software
We run the front of your tax season, from the first document request to a return ready file, so your team only touches work that is ready to go.
Google integrations
Connected to the Workspace your firm already runs on.
Gmail
Connect the inbox your team already uses, so client messages and attachments stay in view right where the work happens.
Google Drive
Pull client documents from where they already live, and back every organized folder up to your own Drive - your files never live only in Paloma.
Google Calendar
Client meetings and season deadlines stay on the calendar your team already checks - no second calendar to keep honest.
Microsoft integrations
The same connected experience for Microsoft shops.
Outlook
The connected-inbox experience on the Microsoft side - client mail works alongside collection out of the box.
Outlook Calendar
Scheduling works the same way for Microsoft firms - meetings and deadlines in the calendar you already use.
SharePoint
Import client files straight from SharePoint and keep Microsoft 365 as your system of record while Paloma organizes the season.
Tax & accounting software
Financial data in, prep-ready workpapers out.
QuickBooks
Pull client financials into workpapers directly from QuickBooks, so business returns start from real numbers instead of re-keying.
Your tax software
No lock-in at the finish line. A prep-ready workpaper goes to your team, ready for whatever tax software you run.
Book time with Abby
Want to see Paloma plugged into your stack? Book 15 minutes with Abby and watch the whole flow, from intake to workpaper.
Pick a time