What Wippy connects to
The pre-written answer to the standard evaluation question. Every integration on this page is shipped, wired end-to-end, and verifiable today — no logo wall, nothing aspirational.
Live sync with your professional tax software
A desktop agent keeps return statuses on your board in sync with what is actually in your professional tax software — no card-moving, no re-keying. It runs as a Windows service on the machine that hosts your tax software and pushes changes out to Wippy; Wippy never connects into your network.
Gmail and Outlook, two-way
Connect your mailbox over OAuth and work email inside Wippy. Threads, drafts, and sends round-trip through your real account, and read, archive, and delete state syncs in both directions — what you do in Wippy shows up in your mailbox, and what you do in your mailbox shows up in Wippy.
Your deadlines, in any calendar
Subscribe to a private feed of every active return's filing deadline, extension deadline, and internal due date. Works with any calendar app that accepts an ICS subscription — Outlook, Google Calendar, Apple Calendar — and you can rotate the feed URL at any time to cut off old subscriptions.
Mapped CSV import
Bring your client book in from any tax software's client-list export. Wippy auto-detects your columns, lets you adjust the mapping before anything is written, and previews every row first. Rows that look like records you already have are flagged and skipped — never silently merged.
A read-only connector for Claude
Wippy ships an MCP connector (@wippyapp/mcp) that lets Claude answer questions about your practice — clients, return statuses, upcoming deadlines, firm stats — over a personal access token you can revoke at any time. It is read-only by design: every call is rate-limited and audit-logged, and there is no write path.
Payments through your own Stripe account
Invoice payments settle in your firm's own Stripe account, connected once by your firm admin. Wippy is not in the money path: card and ACH charges refuse to run until your account is connected, payouts and statements are yours, and you pay Stripe's standard rates — no processing markup from us.
Planned — coming with beta
Nothing below is shipped yet, and we are not promising dates. These are real, tracked plans whose missing ingredient is sample data — beta firms supply the export files that let us finish them against real records. When one ships, it moves up into the list above.
Drake import adapter
Mapped import from Drake client exports. The adapter is scaffolded; it ships once beta firms supply real sample exports to finish the column mappings against.
UltraTax import adapter
Mapped import from UltraTax client exports. Same path: scaffolded, waiting on real sample files from beta firms.
If your firm runs one of these and wants the adapter to exist, that is exactly what the beta is for — join and bring an export file.
That is the whole list, deliberately. If an integration is not on this page, Wippy does not have it yet — we would rather show you six connections that genuinely work than a marketplace of half-built connectors. Our security page holds itself to the same rule: specifics you can check, not badges.
See it connected to your own data
The Free plan includes the email hub, calendar feed, and CSV import — connect your real mailbox and client list and judge it there.