FiscaalGemak integration: new tax returns and statuses automatically in the accountancy portal
An integration between FiscaalGemak and the accountancy portal of a software vendor. Through FiscaalGemak's webhooks, new tax returns arrive automatically in the portal and the statuses stay the same on both sides. Firms and their clients see in the portal what happens in FiscaalGemak, without retyping.
Works with
FiscaalGemakThe question
What it was about
Firms prepare their tax returns in FiscaalGemak, but their clients work in the vendor's portal: that is where they see their file, approve documents and follow the status. As long as those two are not connected, an employee has to copy every new tax return and every status change by hand. That costs time, and the client regularly sees a status that is no longer correct.
What we built
The solution
An integration on the FiscaalGemak REST API with authorisation per firm, so every firm can only access its own files and decides itself what is shared.
Processing of FiscaalGemak's webhooks: as soon as there is a new tax return or a status changes, FiscaalGemak notifies the portal. The portal processes those notifications reliably (with retries on failures and a check for duplicate notifications) and shows the tax return to firm and client straight away.
Status synchronisation between FiscaalGemak and the portal, so firm and client always see the same status. Error handling and logging per firm make a missed or failed notification traceable.
In brief
For whom
An accountancy software vendor with accounting and administration firms as customers
Role of LK Software
Design and development of the integration, coordination with FiscaalGemak on the API and webhooks
Packages
FiscaalGemak, the vendor's accountancy portal
Status
In production
How it works
In four steps
01
Prepare return
The firm creates or changes a tax return in FiscaalGemak, as it is used to.
02
Webhook
FiscaalGemak notifies the portal of the new tax return or status change straight away.
03
Show
The portal processes the notification and shows the tax return with the correct status to firm and client.
04
Keep in sync
Statuses stay synchronised; deviations and failures are logged and reported.
Result
What it delivers
New tax returns are in the portal without manual work, the moment they are created in FiscaalGemak.
The status in the portal is always the same as in FiscaalGemak.
Knowledge of FiscaalGemak's API, authorisation, portal and webhooks is available for new integrations, also for your team.
Lars helped us realise integrations with Silverfin, Visionplanner and FiscaalGemak. He was at home in both the technology and the accountancy practice, and you can see that in the result.
Ibrahim Kalin · accountancy software vendor
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