Tacklit

Connecting Tacklit with Xero

How to guide for getting set up on Stripe for online payments through Tacklit

Identity Verification (KYC and KYB) for Stripe Connect

Integration of Stripe with Tacklit for payments

Stripe for card payments

Some important considerations  Firstly, ensure you have completed and submit the HW019 or HW027 form. [Note: HW027 - Online claiming provider agreemen

Department of Veterans' Affairs (DVA) Claim

Tacklit can integrate with Sage Business Cloud Accounting (formerly Sage 50 Cloud) to automatically push invoices. To enable this integration, you must have: A Sage Business Cloud Accounting account A…

Connecting Sage Business Cloud Accounting

Set up and manage third-party funders in Tacklit to track funding sources, link funders to client packages, and streamline billing for funded services.

Funder Management

Finance

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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