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Filter operations

Advisors1

Clients6

Documents1

Entities4

Entity firm roles3

Entity tags3

Entity users1

Firm roles1

Questionnaires4

Tax returns4

get/tax_returnsList tax returns for an entity
post/tax_returnsCreate a tax return
get/tax_returns/{id}Retrieve a tax return
delete/tax_returns/{id}Delete a tax return

Webhooks

Webhooks27

Tax returns

Changes to List tax returns for an entity

get/tax_returns

Nov 3, 20261c230fa547ad Revision changes
- info
  endpoint added