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GET
Retrieve Account

Overview

The Retrieve Account endpoint allows you to fetch complete details about a client’s tax preparation account, including current status, project information, and recent activity. This endpoint is essential for monitoring client onboarding progress and account health.

Request

Path Parameters

number
required
The unique Fifteenth account identifier.Format: Numeric ID
Example: 12345

Headers

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

Query Parameters

Response

Account Information

string
Unique Fifteenth account identifier.
string
Client’s primary email address.
string
Client’s first name.
string
Client’s last name.
string
Current account status.Values:
  • active - Account is active and ready for use
  • onboarding - Client is completing initial setup

Examples

Basic Account Retrieval

Response Examples

Basic Account Response

Response

Error Responses

object
Account not found with the provided ID.
object
Account exists but you don’t have access (not your partner’s client).
object
Invalid request parameters.

Status Reference

Account Status Values

Usage Patterns

Basic Account Information

Use the retrieve account endpoint to get basic client details:

Next Steps

List Accounts

Retrieve all accounts for your partner organization

Create Account

Create new client accounts with optional spouse

Project Status

Get detailed project progress information

Upload Documents

Upload tax documents for the account