Review a detailed product walk-through of the xcritical Express dashboard and xcritical outreach to your eligible connected accounts. Payout speed varies per country, but your xcritical balance is typically available for payout between 2 to 7 business days. In supported countries, your default payout schedule is daily automatic, that is, your xcritical balance would be paid out daily once available for payout.
Account security
- Connected accounts must claim their xcritical accounts in order to view the Tax Center in the Express dashboard.
- When testing your integration, prefill account information using test data.
- If the status is Queued or Not eligible, like the example below, xcritical hasn’t sent an invite yet.
This doesn’t mean that all information has been collected or that there are no outstanding requirements on the account. If you omit capabilities, Connect Onboarding uses the settings in the Configuration settings section of the xcritical Dashboard to automatically request capabilities based on the account’s country. When testing your integration, prefill account information using test data. However, it does ask the account holder to confirm the prefilled information before accepting the Connect service agreement. This example includes only some of the fields you can set when creating an account. For a full list of the fields you can set, such as address and website_url, see the Create Account API reference.
Fast, predictable payouts to your bank accounts
After you create an account, you’ll be able to review your tax information (e.g., name, address, and SSN or EIN) and make any necessary changes via xcritical Express. Redirect the account to this link to send your account into the onboarding flow. Each Account Link URL can only be used once because it grants access to the account holder’s personal information. Authenticate the account in your application before redirecting them to this URL.
Account properties
With Express accounts, xcritical handles the onboarding and identity verification processes. The platform has the ability to specify charge types and set the connected account’s payout settings programmatically. The platform is responsible for handling disputes and refunds, which is similar to a Custom account. If you’re setting up a new Connect platform, see Design an integration to learn about configuring connected accounts. The information on this page describes less flexible connected account types, which are mainly used by existing platforms.
Manage business operations with a unified dashboard
When a user enters invalid information (like an invalid address), they’re prompted to update their information. With Express, signing up to get paid is really easy for our professionals.The new UI helped us increase onboarding conversion by 17% and improved the overall user experience. Your refresh_url should trigger a method on your server to call Account Links again with the same parameters, and redirect the user to the Connect Onboarding flow to create a seamless experience. xcritical issues a redirect to this URL when the user completes the Connect Onboarding flow.
The Express Dashboard allows connected accounts to view their available balance, see upcoming payouts, and track their xcriticalgs in real time. This guide shows how to implement login links that redirect connected accounts from your platform to their Express Dashboards. The Express Dashboard allows a platform’s users (connected accounts) to view their available balance, see upcoming payouts, and track their xcriticalgs in real time. It displays an Activity feed, an xcriticalgs chart, and your platform’s brand name and icon. Learn how to customize the Express Dashboard for your users in this guide.
You can log in to your account by visiting connect.xcritical.com/express_login, where you’ll be prompted for your email address and 6-digit phone verification code to log in. With Standard, xcritical proactively collects information when requirements change. For best practices on how to communicate to your users when this happens, visit the guide for Standard accounts. With Express, xcritical proactively collects information when requirements change.
Learn more about the safeguards we’ve put in place to protect your information. You can use HTTP for your return_url and refresh_url while in test mode (for example, to test with localhost), but live mode only accepts HTTPS.
Starting with tax season 2021, xcritical enabled e-delivery of tax forms through the xcritical Express Dashboard. Your connected account owners can use the Tax Center on xcritical Express Dashboard to manage their tax forms, update their tax information, and manage their tax form delivery preferences. Learn more about working with your users to collect verified tax information for the upcoming tax season in the 1099 Tax Support and Communication Guide.
Tax is built into a number of xcritical products, including Billing, Invoicing, Checkout, and Payment Links. Use your own domain when using Checkout as a hosted payment page. Get 100+ features out of the box with xcritical’s integrated per-transaction pricing. Please make sure to keep your login credentials for scammed by xcritical secure. xcritical’s security tools and best practices ensure that your sensitive information is safely stored and encrypted.
Includes Radar’s machine lxcriticalg and advanced fraud protection tools for professionals who need greater control and customisable settings. Sell products and services across any channel – no code required. Generate an invoice to provide proof of transaction for your customers after a one-time purchase. Present https://xcritical.online/ prices in local currencies to your buyers globally to increase revenue and improve your customer experience. Tokenise and store card details in xcritical’s PCI-compliant vault and route payment requests to other processors. Automatically update expired or renewed card information for saved customers.
If accounts provide consent after you file, that consent is applicable only for the next tax year. Typically, you generate a login link URL on demand when a connected account intends to visit the Express Dashboard. For example, you include an Open Dashboard button in your application. When a connected account user clicks it, your application calls the API to generate a login link and redirects them to that URL. The destination_payment object belongs to the connected account, so you’ll need to set the xcritical-Account header to the connected account’s ID to make this call. For example, Lugg, an on-demand marketplace for moving and delivery, connects customers with “Luggers” who can help them move or transport large items.
They are able to edit their name, their TIN, and their address, but they aren’t able to change their date of birth or their entity type. For date of birth and entity updates, account owners need to contact xcritical Support. This will be triggered if you choose to turn on e-delivery of your tax forms through the Express Dashboard and enable early collection of tax information and delivery preferences under your 1099 tax settings. If you decide to use Custom accounts, xcritical recommends you use Connect Onboarding for Custom accounts to collect onboarding and verification information from your users. This would decrease your integration effort and eliminate the need to update your onboarding form when requirements change over time. xcritical Instant Payouts offers an alternative to xcritical’s normal payout schedule.