pernee
Integrations

Connect the tools
your firm already works in

Read-only, scoped to the clients you choose, and reversible in one click. Nothing is copied out and nothing is written back.

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Connects to the systems your firm already runs on

  • CCH Axcess
  • UltraTax CS
  • Lacerte
  • QuickBooks
  • SmartVault
  • SharePoint
  • OneDrive
  • Teams
  • Outlook
  • Gmail
  • Google Drive
  • Salesforce

Connect your stack
in minutes, read-only

Connect Microsoft 365 or Google Workspace in a few clicks. Pernee only reads, and only what your people can already open.

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Choose

Pick from document systems, tax software, email and practice management tools your firm already uses.

Scope

Choose which clients and folders Pernee can see. Everything else stays invisible to it.

Sync

Changes sync on their own. Nothing is copied out of your systems and nothing is written back.

Control

Every connection is logged and can be revoked in one click, with its index removed.

Every connection scoped
and every change logged

FAQs

SharePoint, OneDrive, Google Drive, Dropbox, Outlook, Gmail, Teams and Slack, along with the others in the directory above.

No. Pernee never files anything and never writes back into your tax software.

The connector is marked as disconnected, and Pernee says which content it can no longer see until it is reconnected.

Tax engines are on the roadmap and are marked that way in the directory.

Empower Your Firm
with Pernee

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