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BUSINESS SOLUTIONS

TCOL ONBOARDING PROCESS

TCOL
Introduction Process Paths Get Started

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A CLEAR PATH FROM AGREEMENT TO LIVE SERVICE

Onboarding is a guided process that takes your municipality from agreement signature to live electronic tax certificate delivery, with full visibility at every stage.




THE ONBOARDING PROCESS

Step 1

Agreement

Agree on terms and sign your TCOL Participation Agreement.

Step 2

Contact Your ERP

Connect with your ERP to enable your TCOL integration.

Step 3

Provide Your Details

Submit your required documents, banking information, bylaws, ERP authorization, and technical assets.

Step 4

Get Scheduled

Spots available during our development windows are limited.

Please indicate if your request is urgent so we can prioritize your municipality.

Step 5

Develop, Test, Deploy

We build, you test, we deploy.







PATHS TO LIVE SERVICE

Your path to going live depends on your ERP provider.

An ERP (Enterprise Resource Planning) system is the core software your municipality uses to manage its operations and data. Common ERPs in the municipal sector include CentralSquare, Vadim, Diamond, Tempest, Vailtech, and Catalis—yours may be one of these or another solution.

TCOL connects directly to your ERP to securely pull tax information, making it easy to prepare and deliver tax certificates.



Path A
Municipality Provides the Certificate Template
You supply the tax certificate template; we build, review and deploy across three review cycles.
Schedule
Development
Two Develop
& Review
Cycles
Final
Review
Sign
Off
Go Live!
🚀
During the first two cycles, you can provide feedback on any template updates you may need.
Additional change requests received after the included cycles will be charged at a fixed rate.
Path B
ERP Provides PDF
Your ERP delivers the completed tax certificate as a PDF via API.
Schedule
Development
Develop
Test
Sign
Off
Go Live!
🚀



GET STARTED

View Required Documents

View document list

Ready to Onboard

Connect with Sales

CONNECT WITH SALES

Use this contact form if you’re a municipalitity looking to get started with TCOL or have any questions about joining TCOL.

Contact Us - TCOL for Municipalities
First
Last
CANADA

GET IN TOUCH

General Inquiries

1-800-268-7580

Canada Headquarters

1100-25 York Street
Toronto, Canada, M5J 2V5

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