Tables
Flows
- Provision Tax Form Folders
Plug-In Steps
- PracticeGateway.Plugin.TaxFormSectionsPostOperationCreate
S&W DMS
Environment Variables
Flows
- EP DMS - Create Document Approval - TIR
- EP DMS - Create Document Approval - TR
- EP DMS - Get Record from Engagement ID
- EP DMS - Send Document Approval Status to OnBase
Intapp
Environment Variables
- Intapp Environment
- IntappList Name
- IntappList SharePoint URL
- Send Filing Email Direct to Client
Flows
- Update ServerRelativePath for Intapp List
List
Environment Variables
- API - Duplicate Tax Information Request [X]
- API - Duplicate Tax Information Request from Blank
- Document Location for Lists
Web Resources
Tables
Flows
- Create Document Approval
- Duplicate Tax Information Request from Blank
- Send Invitations to List Members
Other
Environment Variables
- API - Convert Contact to Client
- API - Extract Information - UK Employment
- API - Update ClientCode
- Client Reference
- Document Location for Document Approvals
- Extract Information - K3
Custom Connectors
- Parse Folder Structure
- ReplaceWildcardsInText
Processes
- Address History - Set Name and Full Address
- Email Content - Set Name
Web Resources
- Address History
- Util.js
- Util-CommandBar.js
Tables
- Address History
- Client Deadlines
- Connection
- Deadlines
- Email Content
- Event
- Service Line
Flows
- AI Extraction - UK Tax Return
- Assign [X] Web Role
- Config - Update Countries States and Cities
- Convert Contact to Client
- Event Handler - Tax Form Data Extraction
- Extract Information - UK Employment
- Update UK Tax Return Folders
- KYC - Upload Identification Document
- Get EmailContent from Table
- Provision Country Codes
- Provision External Folder Structure