Integrations
Slack team notifications
Accounting teams live in Slack during tax season - coordinating reviewers, flagging stalled clients, and answering internal questions.
Infile keeps collection client-facing in the portal while your team gets internal visibility through dashboard updates. Slack complements the workflow for firms that want channel-based alerts when high-priority clients submit or stall.
Use Slack for internal coordination; use Infile for client-facing collection - separate channels, cleaner context.
Team communication
Setup guide
- 01
Define alert rules
Decide which events matter - new submission, completion, or overdue past threshold.
- 02
Connect via webhook or Zapier
Route Infile events to a #tax-season or #client-docs channel using your preferred automation bridge.
- 03
Assign reviewers in Slack
Thread on alerts to assign preparer review without forwarding client emails.
- 04
Keep clients in the portal
Clients never join your Slack - only staff see internal notifications.
Capabilities
- Internal alerts on client submissions
- Overdue request notifications
- Team coordination without client email forwards
- Webhook-friendly event model
- Works with existing Slack channels
Internal notifications only
Clients should not need Slack accounts for tax document upload. Infile keeps client communication in email and portal; Slack stays internal.
Frequently asked questions
Answers to common questions about this topic.