What do I need before setting up a Zap with TaxBandits?

To successfully set up a Zap with TaxBandits, ensure the following:

Step 1: Create a Zapier Account
You must have an active Zapier account to build and manage automations.

Step 2: Have a TaxBandits Account
A registered and active TaxBandits account (secure.taxbandits.com ) is required.

Step 3: Connect Supporting Business Apps
If you are planning to sync data from tools like QuickBooks, Xero, Google Sheets, HubSpot, etc., ensure those accounts are active and linked in Zapier.

Once these steps are in place, you can seamlessly automate tax and vendor data processes using Zapier.