Introducing Our New Partner Transmitter API
Enhanced security, speed, and performance to revolutionize your tax business and provide superior service to your customers.
What's Changing?
More Secure
Implementing industry-leading security protocols to protect sensitive data with advanced encryption, authentication, and authorization mechanisms.
Our new API follows OAuth 2.0 standards and includes robust data validation to prevent common security vulnerabilities.
Faster
Dramatically reduced processing times for account creation and management through optimized request handling and response caching.
Our benchmarks show up to 70% improvement in response times compared to the previous API version.
More Robust
Enhanced stability with improved error handling and system resilience to ensure consistent performance even during peak tax seasons.
Comprehensive logging and monitoring capabilities provide real-time insights into API performance and usage patterns.
Key Benefits for You
Reduced Impact on Your Transmitter Software
Our new API is designed with backward compatibility in mind, requiring minimal changes to your existing integration. The updated endpoints maintain similar request and response structures while offering enhanced functionality.
We've created detailed migration guides and code samples to help your development team transition smoothly from the old algorithm to the new API with minimal disruption to your operations.
Simplified Integration
Cleaner API design with comprehensive documentation makes integration faster and more intuitive. Our new API follows RESTful principles with consistent naming conventions and predictable behavior.
The documentation includes interactive examples, allowing your developers to test API calls directly from the browser before implementing them in your code.
Future-Proof Technology
Built on modern architecture to support evolving needs, our new API leverages containerization, microservices, and cloud-native technologies to ensure scalability and adaptability.
Regular updates and enhancements will be deployed without requiring changes to your integration, thanks to our versioning strategy and commitment to non-breaking changes.
Streamlined Workflows
More efficient account creation processes for your team with simplified endpoints and reduced data requirements. The new API automates many validation steps that previously required manual intervention.
Batch processing capabilities allow you to submit multiple accounts in a single API call, significantly reducing the time required for bulk operations during busy periods.
Technical Improvements
Shifted Business Logic
The major upgrade shifts the business logic to our Refundo systems, reducing the complexity on your end. This architectural change means:
- Less code to maintain in your transmitter software
- Reduced risk of errors during tax law changes
- Faster implementation of new features and compliance updates
- Consistent behavior across all integration points
API Enhancements
Our new API includes several technical improvements:
- JSON-based request and response formats (replacing XML)
- Webhook support for asynchronous notifications
- Comprehensive rate limiting with clear headers
- Detailed error messages with actionable information
- Support for partial updates using PATCH requests
- Pagination for large data sets
Implementation Timeline
Week 1
Full API documentation access
You'll receive comprehensive documentation including endpoint references, authentication guides, and code samples in multiple programming languages.
Weeks 2-3
Comprehensive online training sessions
Our technical team will conduct live training sessions covering API functionality, best practices, and common integration patterns.
Weeks 4-6
Sandbox testing environment
Access to our sandbox environment for testing your integration without affecting production data.
Weeks 7-8
Integration support and troubleshooting
Dedicated support from our technical team to help resolve any integration challenges.
Week 9
Production deployment
Smooth transition to the production environment with monitoring and support.
API Documentation
Sample Endpoint: Create Bank Account
POST /api/trbs/v1/transmitter/bankaccount
{
"referenceId":"acct-001",
"firstName": "Jane",
"lastName": "Doe",
"dob": "1990-05-10",
"ssn": "123-45-6789",
"addressLine1": "456 Elm St",
"city": "Springfield",
"state": "NY",
"postalCode": "10001",
"email": "jane.doe@example.com",
"currency": "USD",
"efin": "123456",
"ptin": "P12345678"
}This endpoint creates a new bank account in the Refundo system. The response includes the account details and status:
{
"statusCode": 201,
"statusDescription": "Bank Account created and taxpayer onboarded.",
"responseId": "tx-abc123-def456-ghi789",
"data": {
"referenceId":"acct-001"
"bankAccountId": 1015,
"taxPayerId": 3002,
"routingNumber": "021000021",
"accountNumber": "****9012",
"accountType": "Checking",
"taxPreparerId": 7891
}
}Frequently Asked Questions
Ready to Get Started?
Our team is ready to support you through every step of the integration process.
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