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Docs
History
Schema
Generate

Filter operations

Advisors1

Clients6

get/clientsList clients
post/clientsCreate a client
get/clients/{id}Retrieve a client
delete/clients/{id}Delete a client
patch/clients/{id}Update a client
post/clients/{id}/send_login_infoSend sign-in instructions to a client

Documents1

Entities4

Entity firm roles3

Entity tags3

Entity users1

Firm roles1

Questionnaires4

Tax returns4

Webhooks

Webhooks27

Clients

Changes to Send sign-in instructions to a client

post/clients/{id}/send_login_info

Nov 3, 20261c230fa547ad Revision changes
- info
  endpoint added