HeyRoca Tax CRM
How HeyRoca Works With Your Existing Tax Software
HeyRoca practice management software sits around preparation. Your firm keeps the tax package preparers already use. HeyRoca does not file returns and does not claim a live integration with Drake, Lacerte, ProSeries, UltraTax, or any other specific product.
What HeyRoca owns
Intake, missing documents, client requests, deadlines, approvals, e-signatures, messages, appointments, and billing. Those steps usually live in email, spreadsheets, and payment dashboards today.
What stays in tax software
Calculation, forms, diagnostics, and e-file. Staff copy or export what they need between the two systems the same way most firms already move data between a CRM and a preparer package.
Payments and calendar
Stripe, Google Calendar, and outbound email are live today. See integrations for what is available versus on the roadmap. QuickBooks and Xero are not on the current roadmap.