Retrieve Account
Accounts
Retrieve Account
Retrieve detailed information about a specific client account
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
The unique Fifteenth account identifier.Format: Numeric ID
Example:
Example:
12345Headers
Bearer token with your Partner API key
Should be
application/jsonQuery Parameters
Response
Account Information
Unique Fifteenth account identifier.
Client’s primary email address.
Client’s first name.
Client’s last name.
Current account status.Values:
active- Account is active and ready for useonboarding- Client is completing initial setup
Examples
Basic Account Retrieval
Response Examples
Basic Account Response
Response
Error Responses
Account not found with the provided ID.
Account exists but you don’t have access (not your partner’s client).
Invalid request parameters.
Status Reference
Account Status Values
| 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 |
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