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Get started with the SurePrep API

Enabling API for your firm

SurePrep's REST API lets you integrate with SurePrep FileRoom to automate and streamline your workflow. This API is organized around REST. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which off-the-shelf HTTP clients can understand. Integrating with SurePrep can help your firm streamline the binder creation process, check binder details, create TaxCaddy clients, create Custom DRL, get billing information, and much more.

Enable API

Follow these steps to enable or turn off SurePrep API for your firm:
  1. Select
    FileRoom
    , 
    Admin
    ,
    Account Setup
    , then
    Enable API
    .
    Select Admin, ACCOUNT SETUP, then Enable API.
  2. Mark the
    Enable API access
     checkbox to enable API access for your firm.
    Select the "Enable API access" checkbox.
  3. API is now enabled. Refresh/reload the page to see
    API
     appear in the navigation bar. You can select
    API
     to create a new user, and generate a new API Key.
    Select API.
    note
    Enabling API access will let your firm use all API calls except TaxCaddy. If you plan to use TaxCaddy API calls, contact SurePrep Support to enable the TaxCaddy API for your domain. The
    API
     page is only visible to the Firm System Administrator. 
Once you enable API access, user group permission for the
Firm System Administrator
 will show
Grant access to API
 selected by default. This option is only available for
Firm System Administrator
 and you can't disable it.
Select the "Grant access to API" checkbox.

What's next?

  1. Create a new API user to make API calls.
  2. To authenticate API calls, generate a new API Key and Token. Use this API token for all subsequent requests during that session (until the token expires).

This article applies to:

  • Product: SurePrep

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