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API version 7 changelog

We are excited to announce the release of version 7 (V7) of our SurePrep and TaxCaddy APIs. With V7, users can take their implementation of SurePrep’s APIs into the future. Those upgrading from V5 to V7 will need to make minor adjustments to their integrations to ensure proper functionality with the new version. In this changelog, we delineate the necessary changes and showcase the updates that version 7 users can expect.
Graphic that API Version 7 is available

Breaking changes

When updating to V7, breaking changes are those that are necessary to implement V7. Failure to do so will result in a failed API call.
Changes to Authentication:
  • Changed
    GetToken
    - The authentication input parameter will now require
    ClientID
    and
    ClientSecret
    . To generate
    ClientID
    and
    ClientSecret
    , go to
    FileRoom
    ,
    Admin
    ,
    API
    , then select
    New Application
    .
    • Deprecated
      Username
      ,
      Password
      , and
      APIKey
      input parameters.
  • Changed
    The
    Header
    authentication parameter was updated to a bearer
    Authorization
    parameter. (for example, "
    Bearer ABCD-EFG
    ").
  • Header URL changed to v7
Diagram of updates to make to your API calls.
Changes to all API calls:
Changed
The
Header
URL endpoint for all API calls updated from
V5.0
to
V7
. For example:
v5
v7
https://api.sureprep.com/
V5.0
/Authenticate/GetToken
https://api.sureprep.com/
V7
/Authenticate/GetToken
https://api.sureprep.com/
V5.0
/Binder/CreateBinder
https://api.sureprep.com/
V7
/Binder/CreateBinder
https://api.sureprep.com/
V5.0
/Lookup/OfficeLocations
https://api.sureprep.com/
V7
/Lookup/OfficeLocations

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