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POST
Create Account

Overview

The Create Account endpoint allows you to onboard new clients to Fifteenth services. Each account is associated with your partner organization and includes unique login credentials, custom branding, and access to professional tax preparation services.
Account creation returns a unique login link that expires in 7 days. This allows your clients to access their Fifteenth account without creating separate credentials.

Request

Headers

string
required
Bearer token with your Partner API key
string
required
Must be application/json

Body Parameters

string
required
Client’s primary email address for communication and account access.Validation: Must be valid email format
Example: john.doe@example.com
string
required
Client’s first name as it appears on tax documents.Format: Max 50 characters
Example: John
string
required
Client’s last name as it appears on tax documents.Format: Max 50 characters
Example: Doe
object
Optional spouse information. If provided, the spouse will have full account access equivalent to the primary account holder.

Response

Success Response

number
Unique Fifteenth account identifier.
string
Current account status. Always active for newly created accounts.
IMPORTANT: Unique, time-limited URL for client access to their Fifteenth account.This link:
  • Expires in 7 days from creation
  • Can only be used once for initial login
  • Grants full access to the client’s account
  • Should be securely transmitted to the client
ISO 8601 timestamp when the login link expires.
object
Spouse information and access details (if spouse was provided in request).
string
ISO 8601 timestamp when the account was created.

Examples

Basic Account Creation

Account with Spouse

Response Examples

Successful Account Creation

Response

Account with Spouse Response

Response (With Spouse)

Error Responses

object
Invalid request data or missing required fields.
object
Account with the same email already exists.
object
Rate limit exceeded.

Usage Notes

The login link provides full access to the client’s tax account. Handle it securely:
  • Transmit via secure channels only (encrypted email, secure portal)
  • Do not log or store login links in plain text
  • Advise clients not to share the link
  • Link expires automatically after 7 days

Email Management Best Practices

  • Ensure email addresses are accurate and monitored
  • Use unique email addresses for each account
  • Consider using client’s primary business email
  • Email will be used for account recovery and important notifications

Account Type Implications

Next Steps

After creating an account:
  1. Send login link to client via secure communication
  2. Monitor account status using Retrieve Account
  3. Upload initial documents using Document Upload
  4. Track project progress using Project Status

Usage Notes

Spouse Functionality

When including spouse information during account creation:
  • Full Access: Spouses automatically receive full account access equivalent to the primary account holder
  • Separate Login: Each spouse gets their own login link and credentials
  • Invitation Control: Set send_invitation: false to add spouse without immediately sending access
  • One Spouse Only: Only one spouse per account is supported
  • Joint Returns: Ideal for married filing jointly tax situations

Best Practices

Ensure both primary and spouse email addresses are correct, as they will receive sensitive tax information.
  • Use individual for personal tax returns (1040)
  • Use business for business entities
  • Include spouse information primarily for individual accounts
Both the primary account holder and spouse will receive separate login links that expire in 7 days. Use the Generate Login Link endpoint to create new links as needed.

Retrieve Account

Get account details and current status

Upload Documents

Upload tax documents for the account

Account Details

Retrieve complete account information

Generate Login Link

Generate new login links if needed