Stripe
Platform billing for the firm subscription and Stripe Connect for client invoices and payments. Card fees on client invoice payments are Stripe’s.
Integrations
Connect payments, calendar, and outreach. Keep your tax software.
HeyRoca is the workflow layer around preparation. We do not claim a live integration with Drake, Lacerte, ProSeries, or UltraTax. QuickBooks and Xero are not on the current roadmap.
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
Available now
These connections are in the product today. Some require API keys on the firm or platform before traffic leaves the stub.
Google Calendar and Microsoft 365 Calendar
Staff connect Google or Microsoft calendars with OAuth so firm appointments sync with the calendars they choose. This is staff schedule sync, not a Workspace or Microsoft 365 replacement.
Email (Resend) and SMS (Twilio)
Transactional mail and optional SMS for document requests, e-sign, invoices, and appointments. STOP/HELP and quiet hours apply. SMS is never used for staff or portal MFA.
WhatsApp Business
Optional WhatsApp Cloud API on the same inbox and reminder dispatcher as SMS, after Meta business verification.
Bank statements (Plaid Assets)
Clients can connect a bank on a bank-statement document request. Statement PDFs land in the existing vault. There is no transaction ledger or bookkeeping UI.
Signed webhooks
Per-firm HTTPS endpoints with HMAC signatures for document, envelope, invoice, and appointment events. Make.com can consume these immediately; a Zapier app is packaging on top.
Drive, Dropbox, and OneDrive import
Read-only, one-time import into the client document vault. Ongoing two-way sync is not offered.
Tax-preparation software
Keep the package your preparers already use. HeyRoca manages intake, documents, deadlines, signatures, and billing around that work.
Adjacent workflows
These are filing and IRS-consent workflows around the CRM, not a replacement for tax software or a live IRS TDS connection.
Information returns (1099-NEC)
Optional partner e-file for information returns after documents and review. HeyRoca does not prepare or e-file Form 1040. W-2 is a later slice.
IRS transcript requests
Track 4506-C consent, request status, and retrieved PDFs in the vault. There is no IRS e-Services scrape and no claim of commercial TDS API access.
Signer knowledge-based authentication
Optional out-of-wallet questions on the signing ceremony, in addition to email or SMS one-time codes. This is not a selfie ID product. Remote Form 8879 claims require a separate legal review of the vendor against Pub 1345.
Not on the roadmap
QuickBooks, Xero, and tax-preparation software stay outside HeyRoca. SMS MFA is not offered.