Choose your account type

To use Quaderno Connect, you'll need a Quaderno account for your business, as well as a "connected account" for each user who needs to manage taxes on your platform.

The type of account you choose will impact what you need to build and who is responsible for collecting taxes and providing user support. There are two account types designed for different use cases:

• Standard accounts, where sellers have their own Quaderno account and are responsible for managing it.
• Custom accounts, where sellers are not aware of Quaderno, and you, the platform, manage everything on their behalf (often referred to as a "white-label" solution).

Standard accounts

A Standard account is a conventional Quaderno account that is directly controlled by the account holder (your platform's user).

Users with a Standard account have a direct relationship with Quaderno. They can log in to their dashboard, manage their account independently, and even disconnect their account from your platform.

You can prompt your users to create a new account or allow anyone with an existing Quaderno account to connect to your platform.

Standard accounts are the best choice in the following scenarios:

• You want to offer a tax management and invoicing feature to your users.
• Your users have complex tax requirements and want full control over their configuration.
• You don't need to control every aspect of the user's experience.
• You prefer that Quaderno handles communication for account issues directly with the user.

Custom accounts

A Custom account is almost completely invisible to the account holder. You, as the platform or marketplace, are responsible for all interactions with your user. You must programmatically configure all of the account's settings, including the information needed for tax calculations.

Custom account holders do not have access to a Quaderno dashboard, and Quaderno will never contact them directly.

You should use Custom accounts when:

• You want complete control over your user's experience.
• You can build the infrastructure required to collect user information, create a user dashboard, and handle support.
• You want to handle all communication with your users, rather than having them contact Quaderno directly.

Choosing the right account type

Many factors contribute to choosing the best type of account to use. The table below lists several aspects to consider, with integration effort and user experience being particularly important. For example, if you don't want to build onboarding flows, you can use Standard accounts. If you need more control over the connected user's experience, you should use Custom accounts.

Aspect	Standard Account	Custom Account
Integration Effort	Lowest	Higher
Integration Method	OAuth2	API-only
Onboarding	Quaderno	Platform
Tax Settings	User	Platform
Quaderno Dashboard	Yes	No
Support	Platform & Quaderno	Platform
Connect other Platforms	Yes	No
Pricing	No platform-specific fees. Quaderno pricing applies, and the seller pays.	Based on monthly active accounts, transactions, and API calls. Your platform pays the bill.