Connect is a powerful API and set of tools used to add tax management and invoicing features to business models like marketplaces and software platforms.
Quaderno Connect is only available with the Business plan or higher.
For example, if you are a marketplace, you can use Connect to add sales tax calculations to your checkout forms or record transactions (paid sales or refunds) on behalf of your merchants. But it’s not just marketplaces that work great with Quaderno - we’ve seen partner integrations built with all kinds of software from tools to manage sport clubs to WordPress blogs.
Every partner integration is different, so this document can’t tell you exactly what to do, but we’ll explain the flows you should handle, and give you some ideas of how to provide the best experience for your users.
Integrating your marketplace with Quaderno has the power to add huge value for your users, streamlining their business processes and providing a great experience.
When using Quaderno Connect, you'll have the Quaderno account for your business, and then you'll need to create an account (known as a connected account) for each user that needs to calculate taxes on your platform. These accounts are generally created when a user signs up for your platform.
The type of accounts you create impact what you need to build and can determine who is responsible for taxes, user support, etc. There are two account types, Standard account for easy setup, and Custom account for full control. Each is designed for different use cases:
A Standard Quaderno account is a conventional Quaderno account controlled directly by the account holder (i.e., your platform's user). Users with a Standard account have a relationship with Quaderno, are able to log in to their Dashboard, can use their Quaderno account on their own, and can disconnect their account from your platform.
You can prompt your users to create Quaderno accounts or allow anyone with an existing Quaderno account to connect to your platform.
Standard accounts are best in the following scenarios:
A Custom Quaderno account is almost completely invisible to the account holder. You —the platform— are responsible for all interactions with your user and configure all the account's settings, including all the information needed for tax calculations, programmatically.
Custom account holders do not have access to a Quaderno Dashboard, and Quaderno will not contact them directly.
You should probably use Custom accounts when: