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TaxCaddy integration
- Sign in toSurePrep.
- Go toTaxCaddy.
- Select on theAdministrativetab.
- SelectExternal Connections.
- SelectGenerateif no key is listed.
- SelectCopy.
- SelectSettings.
- SelectGeneralfrom theSettingslist.
- SwitchTaxCaddy™toOn.
- Paste the copied API Key into theFirm Keysfield.
- MarkRequest E-Signatures in TaxCaddy instead of SafeSend Returnsto use TaxCaddy to request and receive E-Signatures.
- MarkBypass manual verification if there is an exact match of the taxpayer SSNto approve Taxpayer verification automatically if there is a match from SafeSend Returns in TaxCaddy.
- SelectSave.
This article applies to:
- Product: safesend
- Subject: Integration
- Audiences: Staff