api

API Documentation

The Uprise API is organized around a REST architecture. It supports a test mode and a live mode through different domains. Each Uprise partner receives client credentials from us to use for authentication.

We will cover the required information and resources in the below sections.

Quickstart

Guides

Authentication

Learn how to authenticate your API requests.

Errors

Read about the different types of errors returned by the API.

Webhooks

Learn how to programmatically configure webhooks.

Auth

Learn about the auth model and read all details in this model of auth.

Users

Learn about the user model and how to create and list users.

Tax

List, create, and update customer tax returns and questionnaire responses.

Plans

Learn about the plan model and how to create, update, and list plans.