--- title: "Outlook and OneDrive software for tax-firm client context | TaxWeave" description: "Bring Outlook email, OneDrive documents, and tax engagement status together. Evaluate TaxWeave alongside an existing portal and billing system, with clear integration limits." canonical: https://taxweave.ai/outlook-onedrive-tax-workflow last-updated: 2026-10-14 --- # Keep Outlook and OneDrive. Bring the tax client’s context together. TaxWeave supports Outlook and OneDrive for tax firms that want client emails, documents, deadlines, and engagement status in one place. It also prepares 1040 workpapers for human review. Your firm can evaluate that role while keeping its existing portal, billing, and filing tools. ## A workflow for a firm already using Microsoft tools Bring the client list as a CSV or Google Sheet. During onboarding, configure the supported Outlook and OneDrive connections with the authorized firm representative. Use the client overview to inspect the engagement and related context. The recorded client demo shows notes, a signal log, and an Ask Vira answer with sources. Your team still checks the information and decides what action to take. For an individual return, run the 1040 workpaper workflow, confirm the source documents, inspect proposed readings, and review the generated workpaper. Complete and file the return in the tax software your firm already uses. [Watch the client-context demonstration](/client-email-document-workflow) ## Keep portal, billing, and filing responsibilities explicit If you already have a portal and billing system, identify which staff continue to use them and which system holds the official job status. TaxWeave is not presented as a complete portal, billing, and e-file replacement. You can evaluate TaxWeave alongside another practice-management product, but this page does not establish automatic synchronization with it. Document any manual handoff instead of assuming that two systems will update each other. [Read the responsibilities guide](/alongside-practice-management) ## Check the exact Microsoft configuration The currently published document connection is OneDrive. Ask TaxWeave to verify your firm’s account and folder configuration before treating SharePoint, Teams, or another Microsoft service as supported. Calendar and notetaker choices visible in the integration demo include upcoming capabilities. A connection option appearing on a recorded screen does not make every listed integration available today. The demo uses synthetic information. ## When this is a useful shortlist candidate Evaluate TaxWeave when your firm needs the relationship between client email, source documents, engagement context, and 1040 workpapers. Inspect a representative workflow before deciding whether that combination fills your current gap. If your main requirement is a new shared job system, compare practice-management products. If the requirement is Microsoft document management, compare that category. If you need a product to populate your tax engine automatically, require a demonstration of that exact integration; this guide does not promise it for TaxWeave. [Compare software by the job you need done](/ai-tax-software-for-small-firms) ## What is available now Client context, engagement status, and 1040 workpaper preparation are available. Completed-return review and automatic engagement phase advancement are in development. Business-return workflows are planned for the 2027 filing season, not available today. TaxWeave does not file returns. The workpapers require human review. SOC 2 is in progress; do not treat it as an attained certification. [Read current data-handling details](/privacy) ## Evaluate access and cost Request an introductory call and confirm the supported setup. Early access requires a short evaluation agreement after the call. Pricing is graduated by client count, with a $99 standard monthly minimum and no seat charges. At 250 clients, 200 × $5 + 50 × $4 is $1,200 per month before any conditional founding discount. Confirm founding eligibility and availability with TaxWeave. [Check the pricing calculation](/pricing) ## Using Gmail and Google Drive instead? TaxWeave also supports Gmail and Google Drive, with a client list from Google Sheets or CSV. Use the Google workflow guide to evaluate those connections and their published permissions. [Read the Gmail and Google Drive workflow](/gmail-google-drive-tax-workflow) [Request an introductory call](https://taxweave.ai/#access). [Pricing](https://taxweave.ai/pricing), [privacy](https://taxweave.ai/privacy), and [current product facts](https://taxweave.ai/). ## Quick answers ### Can a tax firm use TaxWeave with Outlook and OneDrive? Yes. Outlook and OneDrive are supported connections. TaxWeave brings client context and engagement status together and prepares 1040 workpapers for human review. ### Do we have to replace our existing portal or billing system? TaxWeave is not a complete portal-and-billing replacement today. You can evaluate client context and workpaper preparation alongside your existing tools, with responsibilities and handoffs defined by your firm. ### Does OneDrive support establish SharePoint or Teams support? No. Confirm the exact account, storage, and folder configuration with TaxWeave. Do not infer support for another Microsoft service from the OneDrive connection. ## Available and upcoming connections: visual transcript Visual descriptions of silent demos, using synthetic information. These describe the recorded interface, not guaranteed processing speed, time savings, or availability of planned features. - 00:00–00:05: The client-list panel shows Google Sheets and CSV upload, with a managed client key. - 00:05–00:10: The documents panel shows Google Drive and OneDrive. Dropbox is marked coming soon. - 00:10–00:15: The email panel shows Gmail and Outlook connection choices. - 00:15–00:20: The calendar panel shows Google Calendar and Outlook Calendar marked coming soon. A connection option shown in the demo is not a claim that every listed integration is available. - 00:20–00:22: The main Integrations screen shows the client book, documents, and email connected. Team chat, calendar, and notetakers are marked coming soon.