Integrations
Coming Soon
Integrations on the roadmap — and how to influence the order we ship them.
On the shortlist
- Salesforce — for firms standardized on Salesforce rather than HubSpot
- TaxDome and Karbon — for accounting practices with existing practice management tools
- Gmail and Microsoft 365 — deeper inbox triage beyond the initial read-only ingestion
- Drake, Lacerte, and UltraTax — tax prep software for seasonal workflows
- Notion and Google Docs — for firms storing client knowledge in shared workspaces
How priority gets set
We ship integrations in the order that early-access firms ask for them. If you're on the waitlist, you'll get a short survey during onboarding — your answers directly shape the queue.
Custom and direct-API connections
Firms on enterprise plans can request custom connectors to internal tools or niche software. These go through a scoping conversation; we'll tell you honestly whether it's a good fit.
More details coming soon. Request early access to get notified when this page is expanded.
Ready to try Practiq?
Early access is open for boutique professional services firms.