QuickBooks Online
Supported accounting paths
Connection, mapping and provider setup required.
CONNECTIONS
Keep the tools
your agency relies on.
Connect supported accounting, payments, calendar and research workflows to CaseCore. Know what is available, what needs setup, and what is still planned.
Your agency workspace
AccountingCalendarsPaymentsResearch
Availability depends on the connection and account.SUPPORTED CONNECTION PATHS
Your tools, connected to your workflow.
Review the available connections and the setup your agency needs with our team.
Xero
Supported accounting paths
Connection, mapping and tax configuration matter.
Stripe
Client payment collection
Separate connected-account setup; not the CaseCore subscription.
Gmail and Google Calendar
Availability depends on consent, provider approval and your account.
Microsoft
Outlook and Microsoft Calendar
Available paths depend on consent and account configuration.
IRBsearch
Approved research access
Provider and user approval required.
PI Point
Accepted opportunity intake
Authorization required for the supported path.
WHAT’S AVAILABLE
Native features and planned connections.
Explore the features you can use today and the provider connections on our roadmap.
AVAILABLE TODAY
Native CaseCore E-Sign
Place signing fields, identify signers and track requests. Keep completed documents and their audit records together, with no DocuSign connection needed.
Apple Calendar subscriptions
Follow your schedule through a calendar subscription link. This is separate from a direct Apple or iCloud account connection.
ON THE ROADMAP
Planned connections
More of the tools your agency uses, closer to the case.
Investigative research · Connection pending
DocuSign
Electronic signatures
IDI Core
Investigative research
Google Drive / Docs
Files and documents
Not available yet. Launch dates have not been announced.
Tell us what you already use.
We’ll help you plan your connections and bring your data into CaseCore.