As a tax software product manager or developer, your tax software application
can greatly simplify and streamline the tax prep experience of investors and traders
by integrating the features and services of with your software

There are 4 options for integration

1. One Step "Intelligent Form 8949 Statement" Import
2. One Step Application Program Interface (API)
3. User Referral
4. One Step QR Code

One Step "Intelligent Form 8949 Statement" Import

At, we are implementing Intelligent Tax Document™ technology, a technology that can make tax prep...

One Step Keyboard

The "What"

Users take the Form 8949 Statement generated by our app and, in ONE STEP, import into your tax software.

Your tax software:

  1. Accepts the PDF for attachment to the return AND
  2. Reads and imports the summary total amounts to be shown on Form 8949

No data entry tedium
No data entry confusion
No OCR errors
No rounding issues
One step and done


The "How"

The Form 8949 Statement PDF file includes the total amounts reportable on Form 8949 in the PDF internal document properties.

For complete implementation information, see How to Import Intelligent Form 8949 Statements into Tax Software.


Happy tax software user

One Step API

  • Users of your software upload their broker 1099-B data file for processing
  • See the list of broker 1099-B files that we can process.
  • Behind the scenes your software submits the data to our API server for parsing
  • Our server returns the parsed data in industry-standard format (FDX JSON) for import into Form 8949
  • SECURE: Our API server processes broker data files in memory. The uploaded broker file is read into memory, processed, and the resulting FDX JSON is returned to your program. After the response is returned, memory is cleared. We never see the data.
  • DOCKER ALTERNATIVE: If sending user data to an outside API is out of the question, the same functionality can be made available in a Docker image for deployment on your server(s).
  • API BILLING: After agreeing to a per-file processing fee, you deposit an amount to cover processing for an agreed-upon number of files. When the deposit is exhausted, an invoice for a new deposit is issued.

To discuss, get API documentation (Swagger) and an API key, contact us at


User Referral

  1. We refer users to your tax software application.
  2. You work with us to educate users about how to import and/or input Form 8949 information into your tax software application.
  3. We publish this information on our website including links referring to your website.

The information we currently have is linked below. If your tax software is not listed or, if the information we have is incomplete, please contact us at

One Step Tax Software Integration via QR Code

Snap a QR code. That's all!

  1. Users sign in to the smartphone app sponsored by your company and scan the QR code generated by our app as seen below.
  2. Using the information encoded in the QR code, your software retrieves Form 8949 data from our server and imports it into the users tax return.

The QR Code

Coming soon.

The Encoded Data

The QR code contains encoded data that looks like this:


   "statement": "Coming soon"


Your Software and Our Server

For tax year 2023 our company will be operating servers using both OFX and FDX technologies as seen in the diagram below.

Coming soon.