POST
/
client-links
cURL
curl --request POST \
  --url https://api.trychart.com/client-links \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "metadata": {},
  "settings": {
    "flowType": "full",
    "transcripts": {
      "ACTR": [
        "<string>"
      ],
      "RECA": [
        "<string>"
      ],
      "WAID": [
        "<string>"
      ],
      "VENF": [
        "<string>"
      ],
      "W2": [
        "<string>"
      ],
      "1095-A": [
        "<string>"
      ],
      "NOTICE": [
        "<string>"
      ]
    },
    "prefillData": {
      "personalInfo": {
        "firstName": "John",
        "lastName": "Doe",
        "ssn": "123456789"
      },
      "businessInfo": {
        "name": "Test, Inc.",
        "taxId": "123456789",
        "type": "S-Corporation",
        "phone": "1112223344",
        "title": "Chief Executive Officer"
      },
      "address": {
        "street": "123 Main St",
        "other": "Apt 1",
        "city": "San Francisco",
        "state": "CA",
        "zip": "94101"
      }
    }
  }
}'
{
  "url": "https://dashboard.trychart.com/c/1234567890",
  "id": "cm3tj5p2g000e674soxr2brbl"
}

Authorizations

​
Authorization
string
header
required

Please use base64 encoded client_id:client_secret. You can use this command to generate the base64 encoded string: echo -n 'client_id:client_secret' | base64

Body

application/json

Response

201 - application/json

IRS 8821 Form Submission Response

The response is of type object.