Accounting / Tax / Audit
Accounting, tax preparation, and audit platforms.
Docs in this category
auditfile
AuditFile API
AuditFile is cloud software for CPA firms to run audits and assurance engagements end-to-end. An unofficial API lets you programmatically pull engagement lists, clients, trial balances, workpaper metadata, risks and procedures, issues/review notes, and PBC requests—and push new records like trial balance imports, adjusting journal entries (AJEs), PBC requests, and status updates back into AuditFile.
auditboard
AuditBoard API
Programmatically access AuditBoard audit plans, SOX controls, risk registers, test results, issues and remediation, PBC requests, and evidence with a stable REST API. Supergood builds and operates production-grade, unofficial AuditBoard integrations so your team can automate GRC, regtech, and audit workflows without heavy custom engineering. AuditBoard is cloud software for audit, risk, and compliance teams to manage SOX and internal controls, operational audits, enterprise/IT risk, and regulatory frameworks end-to-end. An unofficial API lets you programmatically pull audits, risk registers, controls and control matrices, test results, issues/findings, remediation tasks, requests, and evidence—and push new records or updates back into AuditBoard. For a tech company integrating with AuditBoard, this means you can ingest real-time control and risk data to power dashboards, sync issues and remediation to ITSM and dev tools (e.g., ServiceNow, Jira), automate evidence requests and uploads from your product, trigger attestations from your identity platform (e.g., Okta), and keep stakeholder systems (data warehouse, analytics, policy, ticketing) aligned with audit status.
trintech
Trintech API
Programmatically access Trintech’s financial close workflows—account reconciliations, transaction matching, journal entries, task management, and certifications—via a stable REST API. Supergood builds and operates production-grade, unofficial Trintech integrations so your team can automate Record-to-Report (R2R) operations without heavy custom engineering. Trintech is software used by corporate finance and accounting teams to streamline and control the month-end close, balance sheet reconciliation, transaction matching, journal entry management, and compliance certifications. With an unofficial API, you can list and update account reconciliation statuses, import bank or GL transactions for matching, create and route journal entries for approval, and export audit evidence—directly inside your close orchestration and ERP pipelines.
auditdashboard
AuditDashboard API
AuditDashboard is audit client collaboration software used by accounting firms and internal audit teams to manage prepared-by-client (PBC) request lists, collect evidence securely, track engagement milestones, assign work, and communicate with client stakeholders. An unofficial API lets you pull engagements, clients, request items, documents, approvals, comments, and activity logs—and push new requests, upload evidence, update statuses, assign owners, trigger reminders, and record sign-offs.
suralink
Suralink API
Suralink is audit and engagement management software used by accounting firms to run Prepared By Client (PBC) request lists, securely exchange documents, track status and due dates, and guide clients through evidence collection. An unofficial API lets you pull engagements, request items, client contacts, and document metadata—and push updates such as request assignments, statuses, due dates, and file uploads back into Suralink.
sage
Sage API
Sage is a British business software company whose accounting and ERP products—Sage Intacct, Sage 50, Sage 100, Sage 200, Sage X3, Sage Business Cloud, and Sage Payroll—are used by small businesses and mid-market organizations to run financials, payroll, and operations. An unofficial API lets you pull customers, vendors, invoices, bills, journal entries, GL transactions, employees, and payroll runs across these products—and push new transactions, payments, and updates back into Sage—without depending on which specific Sage product the customer happens to use.
aicpa das
AICPA DAS API
AICPA DAS is cloud-based audit software for CPA firms that centralizes engagement management, risk assessment, workpapers, trial balance ingestion, sampling/testing, client requests (PBC), and sign-offs—aligned with AICPA auditing standards. An unofficial API lets you pull engagement lists, clients, trial balances, risks/controls, PBC requests, testing results, and workpaper metadata—and push new records, evidence, and status updates back into DAS.
bloomberg tax
Bloomberg Tax API
Bloomberg Tax is tax intelligence and compliance software for corporate tax departments and accounting firms. An unofficial API lets you programmatically pull legal entities, tax filings and due dates, indirect tax rates, fixed asset registers with multi-book depreciation, provision results (ETR, current/deferred tax expense), workpapers, and approvals—and push updates like filings, adjustments, and provisioning inputs back into Bloomberg Tax.
canopy
Canopy API
Canopy is practice management software for accounting and tax firms. An unofficial API lets you pull client lists, engagement letters, workflows/tasks, documents, invoices/payments, time entries, IRS transcript requests and notices—and push new records or updates back into Canopy. For
caseware
CaseView from CaseWare API
CaseView is CaseWare’s document and financial statement designer embedded in Working Papers—software used by audit and accounting teams to manage engagements, trial balances, adjusting entries, mapping, checklists, and final reporting. An unofficial API lets you programmatically pull engagement lists, trial balance account data, mapping groups, CaseView documents and variables—then push adjusting journal entries, update CaseView variables, and trigger render jobs for statements, notes, and assurance reports.
caseware idea
CaseWare IDEA API
CaseWare IDEA is audit analytics software that helps auditors and finance teams import data (like general ledger, AP/AR, payroll), run tests (duplicates, gaps, Benford, joins, stratification), and produce evidence and exceptions for audits. An unofficial API lets you pull project lists and datasets, launch standardized audit procedures with parameters, get back exception results, trigger sampling (e.g., MUS, random, stratified), and push notes or statuses—all programmatically.
cch ifirm
CCH iFirm API
CCH iFirm is Wolters Kluwer’s cloud suite for accounting firms to manage clients, engagements, time & billing, workflow, and document sharing. An unofficial API lets you programmatically pull client lists, engagement/jobs, tasks, timesheets, WIP and invoices, and documents—and push new records or updates back into CCH iFirm.
cch prosystem fx document
CCH ProSystem fx Document API
CCH ProSystem fx Document is document management software from Wolters Kluwer built for accounting and audit firms. An unofficial API lets you programmatically pull client and engagement folders, search and download documents with metadata and versions, start routing sheets for approvals, manage check-in/check-out states and retention policies, and publish deliverables to the client portal.
cch prosystem fx suite
CCH ProSystem fx Suite API
CCH ProSystem fx Suite is Wolters Kluwer’s suite of tax, audit/engagement, document, and firm management software used by accounting firms to prepare returns, manage audit workpapers, run workflows, and bill clients. An unofficial API lets you pull clients, engagements, workpapers, trial balances, review notes, tax return e-file statuses, and workflow tasks—and push documents, adjustments, tasks, notes, and signoff updates back into ProSystem fx modules.
jetpack workflow
Jetpack Workflow API
Jetpack Workflow is practice management software for accounting and advisory firms, used to manage clients, recurring jobs (e.g., monthly closes, payroll, tax returns), task checklists, due dates, and team capacity. An unofficial API lets you pull client lists, engagement jobs, tasks/subtasks, templates, deadlines, notes, and attachments—and push new jobs, schedule recurrences, update task status/assignees, and upload evidence back into Jetpack Workflow.
karbon
Karbon API
Karbon is practice management and collaborative work software built for accounting firms and professional services teams. An unofficial API lets you programmatically pull clients and contacts, work items and tasks, client requests, emails, and templates—and push new engagements, tasks, approvals, and messages back into Karbon.
silverfin
Silverfin API
Silverfin is an accounting and engagement platform used by firms to centralize client financial data, standardize working papers, and manage period-end workflows and compliance. An unofficial API lets you pull clients, engagements, periods, charts of accounts, trial balances and transactions, working papers, checklists, approvals, and documents—and push audit adjustments, sign-offs, notes, and evidence back into Silverfin.
taxprep
TaxPrep API
TaxPrep is professional tax preparation software used by accounting firms to prepare and file Canadian tax returns (individual T1, corporate T2, trust T3, partnerships, and information returns like T4/T5/RL slips). An unofficial API lets you pull client lists, returns and their statuses, slip data, AFR (Auto‑Fill My Return) import metadata, and e‑file acknowledgements—and push new slips, notes, documents, and status updates back into TaxPrep.
teammate
TeamMate from Wolters Kluwer API
TeamMate from Wolters Kluwer is internal audit management software used by audit departments to plan, execute, and report audits across the enterprise. An unofficial API lets you programmatically pull audit lists, scopes, schedules, risk and controls, workpapers, test results, issues/findings, action plans, and documents—and push new workpapers, test results, evidence, issues, and remediation updates back into TeamMate.
blackline
BlackLine API
Programmatically access BlackLine’s finance close and AR automation data—account reconciliations, journal entries, close tasks, and cash application signals—via a stable REST API. Supergood builds and operates production-grade, unofficial BlackLine integrations so your team can automate reconciliations, close status reporting, and ERP posting without heavy custom engineering. BlackLine is software that helps corporate accounting and finance teams automate the financial close. It centralizes account reconciliations, transaction matching, journal preparation and approval, close task management, and AR cash application so teams can certify balances and post entries to ERP on time with strong controls. With an unofficial API, you can pull reconciliation status by period, create journals programmatically for approval/posting, synchronize close tasks to your project tools, and push remittance data for cash application—directly inside your finance operations workflows.
donnelley financial solutions
Donnelley Financial Solutions API
Donnelley Financial Solutions is a financial compliance and capital markets software provider used by public companies, investment firms, and deal teams to prepare SEC filings (e.g., 10-K, 10-Q, S-1, N-1A), tag financial statements in XBRL/iXBRL, manage investment company reporting, and run diligence in a virtual data room (Venue). An unofficial API lets you programmatically pull filing projects, documents, statuses, EDGAR submission receipts, XBRL tags, and VDR Q&A threads—and push new drafts, tags, questions, and submissions back into DFIN.
floqast
FloQast API
Programmatically access FloQast’s month-end close workflows—checklists, account reconciliations, flux analysis, sign-offs, and stakeholder requests—via a stable REST API. Supergood builds and operates production-grade, unofficial FloQast integrations so your team can automate close status tracking, reconciliation evidence collection, variance reviews, and audit exports without heavy custom engineering. FloQast is accounting close management software used by corporate accounting teams to run month-, quarter-, and year-end close. With an unofficial API, you can list close periods, read and update reconciliation statuses, attach supporting documents, create and assign tasks, and pull flux variance details directly into your finance operations tooling.