QuickBooks Online
Ultimate Only
TPS Cloud Axis Integrations
See What ConnectsWhat Syncs
TPS Cloud Axis connects with the accounting, email, payment, signature, and portal tools your firm already uses. See which connections matter now, which belong later, and what setup looks like.
Two-Way
Pro+
Ultimate
What connects
Start with the exact connection your firm needs.
This page is for feature verification: which tools connect, what data moves, which direction it moves, and where the plan boundary sits.
Microsoft Outlook
Pro and Up
Gmail
Ultimate Only
Stripe
Ultimate Portal
PayPal
Ultimate Portal
CPA Charge
Ultimate Portal
Clover
Ultimate Portal
TPS eSign
Ultimate Portal
Integration details
A genuine connection should tell you the direction, the data, and the setup cost.
A shallow export still leaves someone on your team acting as the human sync between two systems. TPS Cloud Axis is clearer about what each integration actually does.
QuickBooks Online
Build an invoice in Axis and it appears in QuickBooks automatically. Delete it in either system and it is removed from both, so AR stays identical without hand reconciliation.
Ultimate Only - Two-Way - Invoices, Payments, AR Balances
Outlook
Client messages sent and received through Outlook log to the client record in Axis. No forwarding, no BCC workaround, and no searching a separate inbox for basic context.
Pro and Up - Two-Way - Client Email
Gmail
Messages sent from Axis through Gmail log to the client record. For full two-way email logging, Outlook is the deeper integration.
Ultimate Only - Outbound - Sent Client Email
Payments through the Client Portal
Invoices generated in Axis sync with supported processors. When a client pays through the portal, the payment posts to accounts receivable automatically.
Ultimate Only - Two-Way - Stripe, PayPal, CPA Charge, Clover
E-Signature and Secure Storage
Send documents for signature individually or in bulk from inside Axis. Secure storage is native to Axis, with role-based access control in the same client portal layer.
Ultimate Only - Client Portal
AI MCP
Axis connects to AI tools through MCP on the Ultimate plan. Exact mechanics are still being documented, so this page keeps the claim intentionally narrow.
Ultimate Only - Coming Soon
Setup path
Connect it once, then let the data move.
1
See which plan includes the connection you need
Start with the specific tool your firm already uses: QuickBooks Online, Outlook, Gmail, payments, e-signature, storage, or AI MCP.
2
Connect it once
QuickBooks Online setup is priced separately at a flat $350 for the first two implementation hours, then $150 per hour beyond that.
3
Let the right data move automatically
The goal is simple: invoices, payments, AR balances, email context, signed documents, and client portal activity should not need to be re-keyed twice.
Plan fit
Most integration depth lives on Ultimate.
That is deliberate. If two-way sync, portal payments, e-signature, storage, and deeper connectivity are deciding factors, Ultimate is the plan to evaluate first.
QuickBooks Online
Ultimate only. Two-way sync for invoices, payments, and AR balances. Setup is $350 for the first two implementation hours, then $150 per hour beyond that.
Outlook and Gmail
Outlook is available from Pro for two-way client email logging. Gmail is Ultimate-tier and outbound only.
Client Portal, E-Signature, Payments, and Storage
Stripe, PayPal, CPA Charge, Clover, e-signature, and secure storage sit in the Ultimate client portal layer.
AI MCP, multi-office consolidation, and KBA
AI MCP is coming soon with mechanics still being documented. Multi-office consolidation and knowledge-based authentication are Ultimate capabilities, not third-party syncs.
Also in Ultimate
Some capabilities are not third-party integrations, but they matter in the same buying decision.
Multi-office consolidation and KBA live alongside the Ultimate integration set. Secure storage is native to Axis, not a third-party sync, but it belongs with portal payments and e-signature when firms are evaluating connected client work.
Related Cloud Axis Workflows
Connect Integrations to the Work They Support
Integrations should support billing, client work, reporting, and firm management instead of becoming another disconnected tool list.
Ready to check your stack?
We will walk through your specific tools.
Bring your current accounting, email, payment, and document tools. We will show which connections matter now, which belong later, and what setup looks like.
No pressure. No obligation. Migration and setup questions answered.