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API for ProConnect Tax Online

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API for ProConnect Tax Online

TroyDH

Can you create an API for ProConnect Tax Online? There is so much valuable data that can be leveraged if we could have access to it.

The idea to implement API for ProConnect is currently Under review and the team is researching next steps. Thanks for the votes and additional comments.

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Status: Under review
Vote now if this is a good idea
14 Comments
puravidapto
Level 7

Is there another tax software that provides an API?

BillRamsay
Level 1

For wealth management firms who have lots of tax return data, an api would provide many opportunities to reduce labor and improve data quality.

SRAClark
Returning Member

Because of the limited capabilities of the PTO Organizer, it would be nice if we could get some of that information out of the software to put it in our own format without having to hand key a bunch of data into our own organizers. I believe this can be done with an API to "dump" data into Excel and we could do a mail merge with our own organizer. You could mask all personally identifiable information to keep security tight, but bring over the fields we all want. 

BillRamsay
Level 1

We're considering moving to cch Axcess because they have APIs

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