Gmail® Integration

Updated: 2026-03-05

Connect to Google® to send emails to your clients directly from TaxCycle.

You can connect to Gmail in the Print Configuration dialog box when emailing a form, or in TaxCycle Options:

1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
2. On the left, expand the Service Providers section and click on the Gmail page.
3. Click Connect.
   
4. A new window will open for you to log into your Gmail account. Click Continue.
5. You will be asked to give permission for TaxCycle to connect with the service. Make sure to check the box to allow TaxCycle to “Send email on your behalf.”
6. Click Continue.
7. Once you see the message confirming that the connection is successful, close the browser window.
8. Back in options, you will see a message confirming you are connected. You may now close the Options dialog box. The connection will remain active.

Email a Form 

Sending batch emails via Gmail or Outlook from the Client Manager is not supported at this time.

1. Open a form in TaxCycle.
2. Press Ctrl+Shift+P, click Print/PDF Form in the Tools menu, or right-click on the form and select Print/PDF Form. (If configuring a print set, click the edit link for the print set in the Print/PDF sidebar.)
3. From the Printer/Output menu, select PDF.
4. From the Email menu, select Gmail®.
5. Select a template from the Message menu. TaxCycle uses the subject line from the template as the Email notification subject line when sending the email to the client. The text in the template body is included as part of the Email notification body.
6. From the SIN/BN menu, select Mask first five digits for security to obscure social insurance numbers and business numbers from the forms. (We strongly recommend using this option when sending documents for signatures.)
7. Set any other PDF options as required. See Printer and PDF Output Options for details.
8. The current status of your connection to Google® shows at the bottom of the dialog box. Click Connect to open your web browser and sign in to Gmail with your Google account.
9. Make sure to check the box to allow TaxCycle to “Send email on your behalf.”
10. Click Continue.
    
11. Click Send via Gmail® to send the email to your client.
    
12. The Print Monitor at the bottom of the sidebar shows you the status as TaxCycle sends the email.

Email Multiple Recipients

TaxCycle automatically detects and lists all family members in the email dialog box when emailing templates to multiple recipients, such as the Family Incomplete Slips (FISlips) template.

Set Default Email Provider

You can set Gmail as your default email provider from the dropdown list in Correspondence Options.

Troubleshooting

If you are having trouble connecting to Gmail, or if you need to revoke access for TaxCycle, you can manage the connection in your Google account. You must close and restart TaxCycle for the new permissions to take effect.

1. Sign in to your Google Account at myaccount.google.com.
2. On the left sidebar, click Security & sign-in.
   
3. Scroll down to the Your connections to third-party apps & services section and click See all connections.
4. Find TaxCycle in the list and click on it to view or manage the permissions granted to the application.
5. If you wish to stop using the integration, you can remove access here.
   
6. Close and restart TaxCycle to apply your changes.