Creating an Account with a Tax Service Provider

The first step in integration is to contact a tax services provider, such as Avalara, Squire, or TaxJar, and create an account. Once your account is set up, you’ll need your account credentials. Each tax provider form has a unique set of authentication fields. Work with your tax provider or contact customer care for assistance in obtaining the correct credentials.

The payment providers integrated with Corporate Office by default are:

• Avalara
• Squire
• TaxJar

✨ Starter Tier must use the default providers listed above. For Business and Premium Tiers, if there is a provider not on the list you want to use, there will have to be custom development. Contact Customer Care for more details.

See the DirectScale Marketplace to find additional provider apps and integrations that will help your business grow.