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Overview

This Integration Documentation is intended for partners that want to integrate with Quicko to simplify tax compliances for their customers. The integration enables Quicko to pull structured data from partners—such as brokers, payroll providers, and banks—so it can be used for tax computation, reporting, and filing compliance.

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What this documentation covers

This documentation is organized into focused sections, each addressing a specific integration capability.

OAuth

OAuth app for users to securely authenticate and grant necessary claims to Quicko to access APIs.

Profile APIs

Retrieve authenticated user profile and identity information.

Broker Integrations

Fetch holdings, trades, and financial instruments data from brokers.

HRMS Integrations

Fetch employer, employee and salary data from payroll systems.

Bank Integrations

Retrieve bank account details and transaction statements.

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Integration flow

The following steps outline the typical process for integrating your system with Quicko, regardless of whether you are a bank, broker, HRMS provider, or another platform.
1

Understand integration requirements

Identify the nature of your integration (for example, bank, broker, or HRMS) and review the data requirements defined in the relevant integration section.
This helps determine the APIs, payload structures, and compliance data expected by Quicko.
2

Implement APIs as per Quicko specifications

Build the required APIs and data pipelines based on the integration documentation.
Ensure request formats, authentication mechanisms, and validations match the specifications provided.
3

Share endpoints and credentials

Provide the implemented API endpoints and required credentials to the Quicko team so the integration can be coded and deployed.
4

Test the integration

Validate data exchange in the testing environment to ensure accuracy, completeness, and compliance with expected workflows.
5

Go live

Once testing is complete and approved, move the integration to production and begin referring customers to Quicko.