Retrieve detailed information about a specific client account
Documentation Index
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12345application/jsonactive - Account is active and ready for useonboarding - Client is completing initial setup| Status | Description | Typical Actions |
|---|---|---|
active | Account is ready for tax services | Upload documents, start projects |
onboarding | Client completing initial setup | Monitor onboarding progress |
suspended | Account temporarily suspended | Contact support |
completed | Tax services completed for the year | Review deliverables, plan next year |