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One of the many benefits of using the Tight API is that all the financial data that flows through the Tight API is automatically assembled into the formats needed for business owners to quickly and easily file their taxes. Tight has a native integration with Column Tax, allowing your users to seamlessly access a co-branded tax filing experience (Your Company + Column Tax) without any developer effort on your team’s end.

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1. How it works

Through Tight’s Column Tax integration, all data flowing through the Tight API (e.g. Plaid/bank transactions, Stripe invoicing/payment data, etc.) is automatically categorized and assembled into the format needed to be ingested by Column Tax. That data is then automatically sent to Column Tax, removing all integration work from your development team’s workload. All your team needs to do is share your Column Tax developer keys with Tight.

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2. Creating a Column Tax developer account

If you haven’t already done so, you should reach out to sales@columntax.com to create a developer account.

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3. Securely sharing your Column Tax keys

Once Column Tax has created a developer account for you, you can contact us directly at api@tight.com to let us know, and the Tight team will securely obtain your sandbox keys directly from Column Tax. Our API team will confirm once your keys are live in the Tight API, so you can quickly move on to the next step.

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4. Displaying the tax filing UX

You can quickly and easily use Tight’s Embeddable User Interface for Taxes, which includes all the necessary UI for getting tax estimates and entering the DIY tax filing flow. This approach gets your product up and running in minutes. Alternatively, if you would like to add your own CTA for triggering the DIY tax filing, then you can simply route the user into the DIY tax filing experience upon your CTA being pressed.

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5. Going live in production

The Tight API team will coordinate with the Column Tax team in order to perform QA testing, obtain access to production keys, and ultimately go live in production.