Integrations and source ownership

• Tax preparation and electronic filing. Set up a connection to the firm’s chosen tax system for the documents and acknowledgments that support a contractual filing deliverable. Agree the engagement reference and where reviewers open the evidence.
• Accounting platform. Set up the invoice and accounting handoff with the finance owner. Map the client, engagement, agreed amount and invoice reference, then reconcile the result before recording billing progress.
• Bank or payment provider. Set up confirmed payment imports or a controlled matching procedure. Carry the payment reference, amount and paid date into the intended filing payment record. Test partial amounts and repeated confirmations.
• Document storage. Set up access to engagement letters, receipts and delivery files. Map each attachment to its correct parent record and check that ordinary reviewers can open only the documents they should see.
• Expense reimbursement. Set up the handoff to the chosen payroll or accounts payable process. Define which confirmation permits an approved expense to be marked Reimbursed.

Each connection needs a named owner, field mapping and agreed source of truth. Keep credentials in the approved secret store. Record the external identifier used to reconcile a request and decide how duplicates, failed transfers and uncertain outcomes are handled before enabling scheduled work.

Test a repeated confirmation, an inaccessible document and an interrupted invoice handoff. A local status should reflect a reconciled result from the responsible system. Review the implementation plan with the person who maintains each external source.