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Docs
History
Schema
Generate

Filter operations

Advisors1

Clients6

Documents1

Entities4

Entity firm roles3

Entity tags3

Entity users1

Firm roles1

Questionnaires4

get/questionnairesList questionnaires
get/questionnaires/{id}Retrieve a questionnaire
post/questionnaires/send_questionnaire_apiSend a questionnaire
post/questionnaires/answer_question_publicAnswer a questionnaire question

Tax returns4

Webhooks

Webhooks27

Questionnaires

Changes to Answer a questionnaire question

post/questionnaires/answer_question_public

Nov 3, 20261c230fa547ad Revision changes
- info
  endpoint added