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Soraban Private API
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Checked 2w ago · Updated 2w ago
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soraban
Soraban Private API
get
Get entity information
v1
latest
OpenAPI 3.0.3
2026-07-24
41
18
67.5 KB
get
List clients
post
Create a new entity and user
get
Get client information
patch
Update a client
get
List entities
post
Create a new entity
get
Get entity information
patch
Update an entity
post
Assign or update a firm role on an entity
post
Create new user and add to enitty
get
List entity tags
post
Create a new entity tag
delete
Delete an entity tag
get
List entity firm role assignments
post
Assign a firm role to an entity
delete
Delete a firm role assignment of an entity
get
Get questionnaire details
get
List questionnaires
post
Send a questionnaire to a client/entity
get
List firm users
get
List firm roles
get
Get document download link
post
Questionnaire created
post
Questionnaire updated
post
Questionnaire submitted
post
Questionnaire locked
post
Questionnaire comment added
post
Document exported
post
Message sent
post
Entity created
post
Entity updated
post
Client created
post
Client updated
post
Client deleted
post
Document uploaded
post
Tax return payment status changed
post
Tax return status changed
post
Tax return sent
post
Tax return draft sent
post
Tax return updated
post
Tax return draft updated
Get entity information
get
/entities/{entity_id}
Path parameters
entity_id
integer
required
Response
Entity details
Entity
required
id
integer
required
entity_type
string
required
name
string
required
street
string
nullable
state
string
nullable
city
string
nullable
zip
string
nullable
country
string
nullable
tax_return_name
string
required
created_at
string
date-time
required
upload_link
string
uri
required
user
Client
required
business_email
string
nullable
other_email
string
nullable
owners
Client[]
required
Owners resolved from owner_ids; serialized as clients
external_entity_id
string
nullable
deleted_at
string
date-time
nullable
hash_id
string
required