Api Overview

Last updated: Apr 09, 2025

Creating, Adding Documents, and Submitting your client's binder (SPBINDER)

Create, manage, and submit your client’s binders containing their tax documents.
  • Tax planning & preparations
  • Data & document management

Overview

When using our SPBinder REST APIs, users can create new binders for their clients that do not yet have one. Once their binder is created (either with API or through TaxCaddy), users can then upload new documents to the binder until all of the client’s necessary tax documents are uploaded. Completed binders can then be submitted via API for processing and its information will be exported to the tax software.

Key Benefits

Provide 3 to 5 points of key functions that can solve a business or user need.

  1. 1Create binders for clients
  2. 2Upload new documents to existing client binders.
  3. 3Printing a client’s questionnaire.
  4. 4Submit completed binders for processing.

See Next:

Related APIs

SurePrep
Creating and sending requests (TAXCADDY)

Create and send your client’s requests (including their DRL and Questionnaire request) to gather the necessary tax documents for their binder.

SurePrep
Reference Guide (Lookups)

Retrieve lists of IDs that represent various field values (i.e. tax software, office location, etc.) in our API calls.