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In this episode of "API Spotlight," we are thrilled to have Rod Lear, Senior Technical Product Manager, shed light on the Tax Transfer APIs. Join us as Rod shares invaluable insights into how these APIs empower accounting firms to seamlessly transfer tax data into and out of a return. Uncover the p…
In today's episode, Document technology expert Damon Russell explores how the CCH Axcess Firm Management APIs enable innovative integrations using data from CCH Axcess Document and CCH Axcess Portal. We discuss real-world use cases, such as automating file storage, uploading files with publishing o…
In this episode, we're joined by Kenny Cheung, Director of Innovation and Technology at Grassi. We'll explore how Grassi has leveraged the Tax Transfer API to improve their tax processes, making their operations more efficient and effective. Kenny shares his experiences in managing the integration …
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