1. Taking data from excel and incorporating into specific fields within my ATX tax software;

2. Taking data from my ZohoCRM and incorporating into specific fields within my ATX tax software;

3. Taking data from excel,  i. incorporating into a similar excel file that ii. saves as Client xxx in the client's respective folder, and iii. then creates an email (within either Zoho mail or Google apps) that attaches the particular file and iv. automatically is sent to the respective client.  Any portion of these 4 items would be a considerable benefit.

If you can help me with any of this programming, or know anyone that can, I would be much obliged, thanks!