TAX AND ACCOUNTING AUTOMATION

Seamless integration with APIs

Custom solutions tailored to your firm’s unique workflow
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  1. Intro to APIs
  2. Advantages
  3. Available APIs and roadmaps
  4. Services
  5. FAQ

Leverage our available application programming interfaces (APIs) to seamlessly integrate select Thomson Reuters tax and accounting solutions into your technology ecosystem, allowing you to do more in less time. By uniting data from all your systems, workflows, and processes in a centralized repository, you can unlock endless opportunities to discover valuable insights.

Our APIs support concise, lightning-fast requests and include asynchronous options that handle time-consuming tasks in the background, allowing for continuous operations. These capabilities empower firms to enhance data accessibility, automate processes, and establish seamless, end-to-end workflows.

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Advantages of flexible API technology

Complete work faster

Tackle the most complex tax workflow processes, such as multi-tiered consolidated return processing for corporations and partnerships, and build the entire tax return from scratch using an imported data file.

Streamline data entry

Automate the redundancy in data movement within the tax workflow to allow specialists to focus more on review rather than preparation.

Create a digital office

Combine document management, scanning, and workflow technologies into a single, cloud-based solution to streamline these services.

Easily file advance tax returns

Process individual, corporate, and partnership returns with timesaving tools, such as the Allocation and Apportionment module.

Improve firm value

Shift high-paying staff from tactical work to focus on higher-value advisory services.

Ensure data integrity

Protect your data with multiple layers of security, including network security, virus protection, encryption schemes, and more.

Available APIs and roadmaps

Give your firm a competitive advantage with flexible technology. Unlock endless ways to increase efficiency and better serve your clients with these tax and accounting APIs — and this is just the beginning.

Tax compliance

Save time and effort by automating manual tasks, such as printing, e-filing and collating returns, and importing and exporting data into tax returns. After putting hours into each return, put the GoSystem Tax API to work for you.

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Document management

With the ability to create, modify and set permissions within user management, your firm can automate many administrative tasks. Additionally, automatically upload and search documents for metadata to easily index your data at the batch level.

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Workflow routing

Extract data from FirmFlow and bring it into more flexible reporting tools, including Microsoft Power BI and Tableau. Gain insight into workflow activity and where staff is spending time to manage client projects better daily. Coming soon: create, edit, remove, and route workflows.

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Audit confirmation

Gain access to a broader array of information to track the progress of your clients’ audit confirmation engagements, automate downloading and filing confirmation data into work papers, and automate reconciliation of confirmation fees.

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Global tax management

Automate tax and trade workflows, enhancing data accessibility and efficiency. ONESOURCE APIs manage direct tax lifecycle, automate indirect tax compliance, and streamline global trade management. By connecting to various applications, these APIs reduce manual errors, accelerate processes, and improve accuracy and compliance in tax operations.

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API roadmaps

Development roadmaps highlight the features that are, or will soon be, available for select Thomson Reuters tax and accounting APIs.

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Awards and Recognition

Accounting Today 2023 Top New Product

Thomson Reuters Live APIs recently received an Honorable Mention in Accounting Today’s 2023 Top New Products of the year!

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It’s not just about APIs, it’s about time savings. But it’s also about savings in mental health. At the end of the day, the last thing that you want is to have skilled workers doing mundane work, such as repetitive, consistent data entry. Those skilled, talented workers could be providing value elsewhere.

- Peter Walker, Berkowitz Pollack Brandt

Solutions that work better together

Enhance your tax and accounting workflow experience with Thomson Reuters Professional Services and Thomson Reuters Partners.

FirmFlow API Utility installation and configuration training to ramp up your staff quickly

Dedicated resources for your technical staff to collaborate with third parties via the Thomson Reuters Developer Portal

New Thomson Reuters Marketplace to preview and connect with validated third-party partners

Integration with popular API connectors that simplify the implementation process

Common questions

  • Application programming interfaces (APIs) are software code that let one application access and use the features or data of another application. An API specifies how software components should interact. Simply put, think of the API as a handshake between two different and separate applications.

  • How your firm uses the available APIs will depend on your workflow and other services you use. To get started, ask your staff for the problems they wish could be addressed — think about clicks and steps in your current process that could be eliminated. It is critical to debrief and share out impediments to facilitate a culture in support of innovation.

    In general, our available APIs allow you to:

    • Automate fundamental processes and reduce hours spent on non-billable work
    • Avoid entering data manually to reduce the risk of errors
    • Increase visibility of client needs with connected solutions
    • Connect otherwise disconnected third-party systems
    • Gain insights for analysis and decision support

    Some sample use cases include:

    • Setting up document security permissions for clients who have been outsourced
    • Automatically filing different e-signature applications into GoFileRoom as documents
    • Creating and deactivating GoFileRoom users via an Excel spreadsheet import
    • Viewing FirmFlow data in business intelligence applications, such as Power BI or on mobile devices
    • Retrieving a client list, submitting an e-file, retrieving an e-file acknowledgement, etc.

  • A connector is a user-friendly wrapper around an API, hiding the complexity of APIs and allowing its users to quickly wire multiple apps together without knowing the inner workings of the APIs. A connector makes it easy for you to leverage APIs, with visual features such as drag and drop, lessening the need to be a developer.

    Thomson Reuters partnered with Microsoft and Zapier to release GoFileRoom connectors. GoFileRoom users can now automate GoFileRoom processes by connecting to the Microsoft Power Platform ecosystem. You can combine these actions to create automation within your firm processes, such as:

    • New staff onboarding. Import a Microsoft Excel spreadsheet to create new GoFileRoom users.
    • Mobility and automation. Create a PowerApp that allows you to take a picture of a document and then add it as a PDF to GoFileRoom.
    • Integration. Retrieve a document from e-signature applications and have it automatically saved to GoFileRoom.

    Zapier's GoFileRoom app lets you connect GoFileRoom to more than two thousand other web services. Automated connections called Zaps — set up in minutes with no coding — can automate your day-to-day tasks and build workflows between GoFileRoom and other apps that otherwise wouldn't be possible. The GoFileRoom actions available within the Zapier platform focus on user and group management. For example, you can automate how users and groups are created and updated.

  • We offer a Getting Started 101 and 102 training course for GoFileRoom and GoSystem Tax and a Getting Started 101 training course for SurePrep.

    Our 101 courses will introduce the basics of gaining access to our API products, navigating the Thomson Reuters Developer Portal, and utilizing the Postman API client to make your first API calls. Our 102 courses will cover building on the power of our API calls and the basics of accessing the API keys.

    The process begins with a consultant-led offering where clients can expect to be guided through every step of obtaining their firm API keys, running simple calls within the TR Developer Portal, gaining a basic understanding of the APIs available for GoFileRoom and GoSystem Tax, and how to run the API calls within the Postman Collection. We will also cover how to build on the power of our API calls through the advanced functionality capabilities with Excel VBA.

    Following this interactive session, firms will be well-equipped to envision and actualize how automation can enhance their business processes.

    To learn more about our training courses, please jumpstart your journey below.

  • The Thomson Reuters Marketplace is an online store where users can research a wide range of trusted applications, solutions, and services that can add greater value to your firm's technology investments in our solutions. Marketplace offers critical integrations for tax and accounting professionals. It provides an industry advantage through its proven path of vetted applications that seamlessly integrate with our products and technology, offering a greater return on investment.

    We will continue to expand Marketplace, growing the offerings for legal, tax, and accounting professionals, as well as adding solutions for government and regulatory customers. Check out the Thomson Reuters Marketplace to preview and connect with validated third-party partners.

    Example marketplace solutions for tax and accounting professionals:

    Alteryx supports everything from data prep and blending to putting machine-learning models to use. The Alteryx platform complements the automation capabilities of Thomson Reuters ONESOURCE and GoSystem Tax RS by providing a user-friendly application to help tax professionals access and manage tax data. Tax calculations often require pulling data from multiple, disparate sources. Without Alteryx, collecting and formatting this information — and then turning it into insights — can be a complicated and tedious process.

    Ledgible by Verady provides AICPA SOC assured tax reporting and portfolio tracking for crypto assets. The Ledgible platform is a proven crypto asset solution for professionals who use it at leading accounting firms and major crypto companies around the world. Hundreds of firms use Ledgible Tax Pro to make tax reporting easy for their professionals and clients. Through our collaboration, Ledgible integrates seamlessly with both GoSystem Tax and UltraTax and is our exclusive data provider.

Additional resources

Jumpstart your journey

Talk to us to discuss how APIs can save time and automate your tax workflow.

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