Boost Efficiency and Productivity Like Top Firms: Utilize APIs

Successful firms first maximize the full range of efficiencies in their tax automation solution, then implement APIs to further improve efficiency and productivity for their firm.

APIs (Application Programming Interfaces) enable two software programs to communicate. From booking travel arrangements to searching for a nearby restaurant, APIs have been working behind the scenes in everyday applications—whether or not end users realize it is occurring.

If critical steps in the tax engagement are missed, additional work and follow-up is created for admins and tax teams. APIs increase efficiency and help firms further automate steps in the tax journey. APIs can be used to customize processes based on a firm’s workflow and the resources available.

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Automatically Route Important Documents

APIs designed to perform functions such as automatic downloads of e-signed e-file forms from within a specific software help provide a level of certainty. Top firms utilizing such APIs experience improved efficiency and productivity with their 8879 processes. They know—and trust—that those e-file documents are routed directly to the safety of the firm’s digital file cabinet. Imagine the time savings if your tax team only had to give personal attention to the handful of e-file forms that were received outside of your firm’s e-sign automation process.

Further automations could be put in place downstream—depending on the available IT resources—to route signed documents to client folders, update the status in your workflow tool, and send a notification to the e-filer for release of the signed tax return to the IRS.

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“The API from SafeSend? let us seamlessly trigger e-filing once the 8879 was signed.” – Tyler Crawford, Data Analytics Manager, BMSS Advisors & CPAs

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Save Administrative Time

If checking to make sure all the engagement letters and e-file forms have been signed and returned is still a manual process in your firm, an API can be implemented that checks for those documents—and automatically files them where they need to go. APIs available in the SafeSend Suite supercharge the automation solutions that are already helping top firms—from getting tax ready to finish & file.

Saving even the few seconds it may take to drag a signed document to an archive location frees staff who are normally tasked with that process to work on more value-added projects. An API can be customized to accomplish that task or move completed returns from the delivered return report to the archive location. When you archive, send reminders, send access links, and get returns all via APIs, your firm’s productivity increases.

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APIs Streamline Source Document Gathering

Revolutionize the gathering process with the power of SafeSend Organizers? and SafeSend? APIs. In addition to the digital, fillable, and trackable client organizer converted from the static PDF your tax software generates, every source document a client uploads is automatically routed to your document management system via API. Automatically archive, send reminders, or send access links with APIs, saving time and reassuring staff that source documents are not slipping through the cracks.

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API Integration and IT Resources

Your firm will quickly improve efficiency and productivity when your tax automation solution provider recognizes the drive for excellence and provides your IT team with the necessary resources. Top firms understand that automating processes on a large scale works well when an IT specialist can implement the APIs that best serve them.

The full power of the SafeSend Suite can be harnessed when your existing technology is integrated through APIs and self-service tools. Firms wishing to create APIs further “downstream” will require technical documentation, webhooks, and sample code for their development team. SafeSend has created a developer section with all the tools and resources necessary to implement APIs.

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Replace Pain Points with Productivity

Bid farewell to the overload of manual, labor-intensive tasks during the assembly and delivery of client-ready tax returns. Eliminate pain points for your firm and streamline the journey from tax ready to finish and file. Supercharge the automation process with APIs to further improve efficiency and productivity.

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About SafeSend?

SafeSend’s mission is to solve real-world firm problems through innovative automation technologies. We help tax and accounting practitioners work more efficiently and serve their clients better, while making their lives easier and work more enjoyable.

SafeSend offers several foundational automation software solutions within the SafeSend Suite?. Our flagship product, SafeSend Returns?, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms assemble, deliver, and capture e-signatures from clients for completed tax return packages. Visit safesend.com to learn more about our technology solutions.

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