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Hey IntuitGabi, since I can't find a way to comment on a closed topic or message you directly, I'm commenting here.You closed the ProConnect API discussion and ...
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We're considering moving to cch Axcess because they have APIs
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For wealth management firms who have lots of tax return data, an api would provide many opportunities to reduce labor and improve data quality.
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Robert can you contact me- Bill Ramsay Financial Symmetry Inc 919-851-8200 x 204
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Does anyone know if the SDK provides access to data in Tax Planner? My guess is that Tax Planner is actually a completely separate data set and the integration ...
