Product interface
The website, product catalog, sandbox and access request pages.
Financial Connect TechnologiesStart the sandbox Technology
The products share one technical foundation.
Financial Connect uses the same core approach for access, job status, stored records, model use, monitoring and recovery across its products.
FINANCIAL CONNECT
Shared product foundation
The accounting, tax and ITIN products use the same core systems.
Access
Organization accounts, separate environments and product roles.
Processing
Queues for longer jobs with clear status and retry rules.
Evidence storage
Encrypted files, version history, structured records and retention rules.
Model gateway
One route to approved models with input checks and saved output history.
Operations
Logs, security alerts, backups, recovery checks and usage monitoring.
Stop on errors
An incomplete or invalid job stays open instead of passing silently.
Limit access
Users receive only the product access their role needs.
Encrypt stored records
Managed encryption protects records in storage and transit.
Keep a history
Job status, exceptions and recovery events are recorded.