Automate Your Tax Form Workflows Online

Claire Murdough
January 4, 2017
minutos de lectura
Automate Your Tax Form Workflows Online
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Cambio de imagen, pero ¡el mismo gran producto! HelloSign ahora es Dropbox Sign.

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Get ready for a fear-inducing thought: Tax time is never more than 365 days away. 

Wait, don’t go! That’s no reason to be alarmed. Dropbox Sign is here to help make it easy to prepare and complete tax documents online with ease at any point in the year. With Dropbox Sign’s easy-to-implement API, you’ll have the power to effortlessly disperse tax paperwork across departments, autofill information into relevant documents, and store all records of your tax paperwork securely.

Let’s take a look at a couple Dropbox Sign customers who have used our API to ease the burden of tax paperwork (both for themselves and for their users).

1. Stack Exchange easily disperses quarterly employee stock option grants online.

Stack Exchange is a popular question and answer site in the developer community. The team that maintains the site consists of over 200 employees, all of whom receive employee stock option grants that need to be signed once a quarter. 

Getting employees to fill out these documents reliably proved to be difficult and frustrating. Employees would often send back documents in odd formats, print the documents but then forget to scan them back, and mistakenly enter incorrect information. That’s where Dropbox Sign’s API entered the picture! Stack Exchange built a Dropbox Sign API integration that automated the stock option grant flow.

Now they can easily send stock option grant paperwork to their employees online. What’s more, they’re able to autofill information into the forms so their employees don’t have to.

Once the documents are signed and reviewed by the employee (online), the completed documents are automatically saved to Stack Exchange’s systems. 

Read more here

2. Instacart gets contractors set up with W-9s during their online onboarding flow.

Instacart is a popular on-demand grocery delivery service. The success of their platform requires that they have a steady stream of great personal shoppers to shop for their clients. 

Early on in their development, they integrated the Dropbox Sign API to create an online onboarding flow for contractors. This allowed their new shoppers to easily complete the necessary W-9 tax form online. No tax forms ever needed to be printed or faxed during the application flow, making it super simple to complete the process.

It was so successful that Instacart’s online onboarding allowed them to scale their hiring. In fact, it’s what allowed them to become the sizable company they are today! New contractors have an easy time of filling out required tax forms and a great experience doing so. And as Instacart is able to autofill much of the information into these forms, they don’t have to worry about receiving inaccurate data. 

Read more here

3. [Insert Your Company Name Here] automates tax paperwork to save time, resources, and money. 

Every Dropbox Sign API integration is crafted to fit your needs. 

You could be the next success story!

Examples of Tax Documents You Can Automate

Dropbox Sign’s API is as customizable as you need it to be. We’ll work together with you to create your perfect tax form workflow. Whether you want to automate tax documents internally at a company, or create a platform which offers online tax document management – we’ve got your back. 

Here are some examples of tax documents (and related financial documents) you might consider automating:

  • Shareholder and Stock Purchase Agreements
  • 1040
  • W-9
  • 1099-INT
  • 1099-DIV
  • 1099-B
  • 1099R
  • 1099-MISC
  • Accredited Investor Paperwork
  • NDA
  • Equity Investment Contract
  • Distribution Payment Options
  • Beneficiary Paperwork

Setting Up The Perfect Online Tax Form Flow

Interested in setting up an embedded tax workflow? We’re interested in showing you how to do it! Visit our API homepage and see an example. If you’re a developer, you may be interested in exploring our documentation.

Enjoy our API dashboard for easy debugging and get unlimited templates for testing.

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