Why we did it

We realize there’s not a one-size-fits-all solution for tax credit screening and processing. Your organization might already have a preferred system in place or maybe there’s a certain vendor that’s better for your specific needs.

With Partner Marketplace, you can now plug your existing/preferred tax credit provider directly into your PeopleMatter platform. We designed our Partner Marketplace on the entire premise that PeopleMatter should fit seamlessly into your tech stack, not dictate it.

How it works

Instead of building custom integrations using a partner’s specific API, we’ve built a universal API that any tax credit vendor can use to plug into PeopleMatter's hiring workflows. We just act as the middleman to facilitate the process—the steps and experience are the same in PeopleMatter, no matter which tax credit provider you want to plug in.

It’s an easy, “plug-and-play” integration, so there’s no additional scoping or coding that needs to be done. And it’s completely free to use in PeopleMatter.

You’ll see a new Tax Credit Eligibility step in Onboarding that asks new hires the tax credit questions during their onboarding workflows. They’ll complete these during their Onboarding workflows—not the job application—and without having to leave the PeopleMatter platform. Both helping lead to higher completion rates, which means more tax credits for your business.

How to activate your tax credit marketplace partner in PeopleMatter

All partner marketplace requests must be initiated through your tax credit partner. Please do not contact PeopleMatter’s Support team. We’re not able to fulfill any requests that don’t come directly through the partner. This is because each vendor has to first activate the integration on their end and send us important info required to complete the set up on our end.

1. Call or email your vendor contact to request the PeopleMatter partner marketplace API be turned on for your account. We’ve provided contact info for each vendor below, in case you don’t know who yours is.

2. Once a signed contract is in place, your vendor will email PeopleMatter directly to begin the activation process.

3. Once we receive the necessary information from your partner, our team will set up and test everything in the backend of your PeopleMatter platform.

4. Last, we’ll send you an email confirming your new tax credit partner is going live!  

Tax Credit Partners & Contact Information

• First Advantage

  • Daniel Reyzman: Daniel.Reyzman@fadv.com

• HIREtech

  • Tim Roche: troche@hiretech.com

  • Phone: 281.558.7100 x142

• Maximus

  • Kitty Leggieri - KittyLeggieri@maximus.com

• Tax Credit Co

  • Matt Kelm: mkelm@taxcreditco.com

  • Phone: 630.945.0870

• Trust Consulting Group

  • Marc Swearengin
    COO
    marc@trustconsultinggroup.com
    512-764-0311 - Direct Office Phone

• Walton Management Services, Inc.

  • Brian DeVido
    National Director, Business Development
    Direct: 732.660.4244
    Email: brian.devido@waltonmgt.com

• Business Consulting Concepts

  • Steven Beakley: sbeakley@bccwotc.com

Additional Tax Credit Partners

• Synergi Partners

  • Synergi (formerly Neon/TaxBreak) is the standard tax credit integration provider for the PeopleMatter platform. We’ll continue to offer this integration with Synergi, which also supports pre-hire tax credit eligibility screening during the job application workflows.

  • You can reach Synergi’s Client Support at 843.407.0126.

• *ADP (Coming Soon)

  • We’re currently working with ADP to finalize our tax credit integration and add them to our list of available Partner Marketplace vendors. We’ll let you know as soon as they’re live!