List your Client Accounts

Returns a paginated list of Client Accounts that belong to you.

Use this to browse or pick a client before starting a tax transcript, CAF, or ISP flow.

Query options

  • page / page size — pagination
  • order — asc or desc (by created date)
  • search_query — match on first name, last name, or business name

Each account includes type (individual/business), contact details, address, CAF, and PTIN when set.

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Query Params
integer

Page number

integer

Page size

string

Order by

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Response
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