When using our SPBinder REST APIs, users can create new binders for their clients that do not yet have one. Once their binder is created (either with API or through TaxCaddy), users can then upload new documents to the binder until all of the client’s necessary tax documents are uploaded. Completed binders can then be submitted via API for processing and its information will be exported to the tax software.
Provide 3 to 5 points of key functions that can solve a business or user need.
Create and send your client’s requests (including their DRL and Questionnaire request) to gather the necessary tax documents for their binder.
Retrieve lists of IDs that represent various field values (i.e. tax software, office location, etc.) in our API calls.