Advisory firms
Advisory firm management for multi-tenant accounting.
38 endpoints.
- GET
/api/v1/advisory-firmsList advisory firms - POST
/api/v1/advisory-firmsCreate advisory firm - DELETE
/api/v1/advisory-firms/{firm_id}Delete advisory firm - GET
/api/v1/advisory-firms/{firm_id}Get advisory firm - PUT
/api/v1/advisory-firms/{firm_id}Update advisory firm - POST
/api/v1/advisory-firms/{firm_id}/ai-insightsAI cross-client insights - GET
/api/v1/advisory-firms/{firm_id}/businessesList firm businesses - POST
/api/v1/advisory-firms/{firm_id}/businessesAssign business to firm - PATCH
/api/v1/advisory-firms/{firm_id}/businesses/accounting-basisBulk-set client accounting basis - DELETE
/api/v1/advisory-firms/{firm_id}/businesses/{business_id}Unassign business from firm - POST
/api/v1/advisory-firms/{firm_id}/businesses/{business_id}/invite-clientInvite a client user to a business - GET
/api/v1/advisory-firms/{firm_id}/businesses/{business_id}/preferences/notifications/topicsGet a business notification topic policy - PUT
/api/v1/advisory-firms/{firm_id}/businesses/{business_id}/preferences/notifications/topicsUpdate a business notification topic policy - GET
/api/v1/advisory-firms/{firm_id}/clientsList firm clients - GET
/api/v1/advisory-firms/{firm_id}/clients/{user_id}/businessesList client business access - POST
/api/v1/advisory-firms/{firm_id}/clients/{user_id}/businessesGrant client business access - DELETE
/api/v1/advisory-firms/{firm_id}/clients/{user_id}/businesses/{business_id}Revoke client business access - GET
/api/v1/advisory-firms/{firm_id}/invitationsList pending invitations - DELETE
/api/v1/advisory-firms/{firm_id}/invitations/{invitation_id}Cancel an invitation - POST
/api/v1/advisory-firms/{firm_id}/invitations/{invitation_id}/resendResend an invitation - GET
/api/v1/advisory-firms/{firm_id}/logoGet firm logo download URL - GET
/api/v1/advisory-firms/{firm_id}/preferences/notifications/topicsGet firm notification topic policy - PUT
/api/v1/advisory-firms/{firm_id}/preferences/notifications/topicsUpdate firm notification topic policy - PUT
/api/v1/advisory-firms/{firm_id}/slackSave firm Slack webhook - GET
/api/v1/advisory-firms/{firm_id}/slack/statusGet firm Slack status - POST
/api/v1/advisory-firms/{firm_id}/slack/testTest Slack webhook - DELETE
/api/v1/advisory-firms/{firm_id}/slack/{webhook_id}Disconnect Slack - PUT
/api/v1/advisory-firms/{firm_id}/slack/{webhook_id}/preferencesUpdate firm Slack notification preferences - POST
/api/v1/advisory-firms/{firm_id}/slack/{webhook_id}/testTest Slack webhook - PUT
/api/v1/advisory-firms/{firm_id}/stripe-customerLink Stripe customer - GET
/api/v1/advisory-firms/{firm_id}/usersList firm users - POST
/api/v1/advisory-firms/{firm_id}/usersAdd user to firm - POST
/api/v1/advisory-firms/{firm_id}/users/inviteInvite a staff member to the firm - DELETE
/api/v1/advisory-firms/{firm_id}/users/{user_id}Remove user from firm - PATCH
/api/v1/advisory-firms/{firm_id}/users/{user_id}/api-accessSet firm user API access - GET
/api/v1/advisory-firms/{firm_id}/users/{user_id}/menuGet a firm staff member's sidebar menu - PUT
/api/v1/advisory-firms/{firm_id}/users/{user_id}/menuSet a firm staff member's sidebar menu - PUT
/api/v1/advisory-firms/{firm_id}/users/{user_id}/roleUpdate user role in firm