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GET
List Projects

Overview

The List Projects endpoint returns all tax projects for a client account. Projects represent distinct workflows (tax returns, estimates, planning, equity planning) with their own requirements and deliverables.

Request

Path Parameters

number
required
Account identifier to list projects for.

Query Parameters

integer
Filter projects by tax year.
string
Filter by type: tax_return, quarterly_estimate, tax_planning, equity_planning.
string
Filter by status: waiting_on_client, in_progress, in_review, completed.

Response

array
Array of project objects with status and progress information.
integer
Total number of projects.

Examples

Sample Response