Introduction

There are 3 major steps for setting API with eFileReady

A : Partner System Administrator Actions
  • A.1. The Partner System Administrator needs to visit eFileReady.com and sign up to create a Provider Account.
  • A.2. After creating the account, sign in to eFileReady.com and provide all necessary information as requested to complete the API Integration Setup.
  • A.3. Partner logs in to their own system.
  • A.4. Partner installs and sets up OpenID Connect on their system.
  • A.5. Partner signs in to eFileReady.com to obtain API Link Codes and copies them into the Partner's OpenID Connect page.
  • A.6. Using this API Partner Demo App, the partner can simulate and test the integration setup by clicking on the Admin Sign Up button and entering the API Link Codes into the Demo OpenID Connect Setup.
Admin Sign In
B : Partner Client Actions
  • B.1. Once the Partner System Administrator has entered the API Link Codes into the Demo OpenID Connect Setup, create a client using the provided Client Sign Up link.
  • B.2. After creating the client, use the Partner Client’s Sign In to test various API calls and ensure proper functionality.
Client Sign Up Client Sign In
C : eFileReady Business API
API Documentation