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API ProductsDocsGet StartedDownloadSupport

We’re excited to announce that version 7 (V7) of our Sureprep APIs are now available, featuring a standardized authentication method with Thomson Reuters accounts.
Visit the Thomson Reuters Developer Experience to learn more about V7 APIs (going forward, any new development documentation, including V5 content, will be hosted here).
Learn More

  • Introduction
  • Current Version (5.0)
  • Authentication
    • GetToken (POST)
  • Lookup Methods
    • TaxSoftwareList
    • BinderTypes
    • ServiceTypes
    • BinderTemplates
    • OfficeLocations
    • BinderStatusList
    • DRLCategories
  • Action Methods
    • CreateBinder (POST)
    • UploadBinderDocuments (POST)
    • SubmitBinder (POST)
    • UpdateProjectID (POST)
    • GetStatus (POST)
    • GetDocuments (POST)
    • DownloadDocument (POST)
    • GetDRLOutput (POST)
    • ChangeBinderStatus (POST)
    • GetStatesandLocalities (POST)
    • DownloadBinderPBFX (POST)
    • GetBindersStatusWithStates (POST)
    • GetBinderDetails (POST)
    • GetBinderPendingItems (POST)
    • GetBinderAuditLog (POST)
    • UpdateOwnerMember (POST)
    • PrintBinder (POST)
    • GetDRLPDFDetails (POST)
  • TaxCaddy
    • CreateClient (POST)
    • GetClientDetails (POST)
    • CreateDRL (POST)
    • SendDRL (POST)
    • ClientSubscribe (PUT)
    • ClientUnsubscribe (PUT)
    • DownloadDocument (POST)
    • GetDRLStatus (POST)
    • DisconnectDevices (POST)
  • Lists
    • GetUnclearedNotes (POST)
    • GetUnreviewedTRStamps(POST)
    • GetUnreviewedStickyNotes (POST)
    • GetUnreviewedWorkpapersByL1 (POST)
    • GetUnreviewedWorkpapersByL2 (POST)
    • GetUnreviewedWorkpapersByL3 (POST)
    • GetUnreviewedWorkpapersByL4 (POST)
    • GetDocumentPendingReviewCount (POST)
    • GetDocumentPendingSignatureCount (POST)
    • GetDocumentPendingUploadCount (POST)
    • GetReport (POST)
  • Billing
    • AccountUsageHistory (POST)
  • Notifications (WebHooks)
    • PushEngagementStatus (POST)
    • PushDocumentType (POST)
    • DocumentsUploaded (POST)
    • DRL (POST)
  • Old Version (4.0)
  • Authentication
    • GetToken (POST)
  • Lookup Methods
    • TaxSoftware
    • BinderTypes
    • ServiceTypes
    • BinderTemplates
    • OfficeLocations
    • BinderStatusList
    • DRLCategories
  • Action Methods
    • CreateBinder (POST)
    • UploadBinderDocuments (POST)
    • BinderSubmissionComplete (POST)
    • UpdateProjectID (POST)
    • GetStatus (POST)
    • GetDocuments (POST)
    • DownloadDocument (POST)
    • GetDRLOutput (POST)
    • ChangeBinderStatus (POST)
    • GetStatesandLocalities (POST)
    • DownloadBinderPBFX (POST)
    • GetBindersStatusWithStates (POST)
    • BinderDetails (POST)
    • GetBinderInfo (POST)
    • GetBinderAuditLog (POST)
  • Lists
    • UnclearedNotes (POST)
    • UnreviewedTRStamps (POST)
    • GetUnreviewedStickyNotes (POST)
    • UnreviewedWorkpapersByL1 (POST)
    • UnreviewedWorkpapersByL2 (POST)
    • UnreviewedWorkpapersByL3 (POST)
    • UnreviewedWorkpapersByL4 (POST)
    • DocumentPendingReviewCount(POST)
    • DocumentPendingSignatureCount(POST)
    • DocumentPendingUploadCount (POST

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