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API

SurePrep API - Billing uses cases

SurePrep API Use Cases can help you visualize and plan how to integrate your application with SurePrep. You can walk through the process of identifying methods, creating steps, and running tasks using the SurePrep API.
Get information about billing
Use this option to get and/or display general billing details outside of FileRoom.
Use case for retrieving account usage history
Follow these steps to get account usage history:
  1. Set up
    :
    1. Get Started with SurePrep API
  2. ServiceTypes (Lookup Method): Use this method to get firm-related information that to use in other method calls.
  3. Get Account Usage History
    : AccountUsageHistory

This article applies to:

  • Product: SurePrep

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