Taxfyle API
Taxfyle is an online accounting platform that routes tax preparation, advisory, and bookkeeping work to a network of US-based CPAs and EAs through its Worklayer platform. An API lets you programmatically create and submit jobs, attach documents, retrieve questionnaires and checklists, track job status, and manage workspace members and messages—so you can embed on-demand tax work directly into your own product or firm operations.
What is Taxfyle?
Taxfyle is an online accounting platform that connects tax filers, accounting firms, and RIAs with US-based CPAs and EAs to prepare taxes, deliver advisory services, and build tax plans. Its Worklayer platform organizes and routes work requests to the Taxfyle network—firms create jobs, gather information through questionnaires and checklists, attach documents, and submit them to be claimed and completed by a Pro, all tracked through a single workspace.
Core product areas include:
- Tax filing, advisory, and personalized tax planning for individuals and businesses
- Tax outsourcing for accounting firms, with TXF Intelligence AI-assisted preparation
- Tax planning and wealth-management workflows for RIAs
- The Worklayer platform (workspaces, members, jobs, documents, messaging, embedding)
Common data entities:
- Jobs (TAX, CONSULTATION, BOOKKEEPING, MISC) with status, scope, and deadline
- Workspaces, Members, Teams, and Roles
- Documents, Questionnaires, Checklists, and Info-Gathering steps
- Personal, spousal, dependent, and business profiles
- Messages, Consultations, Providers (Pros), and Requested-Provider records
- Estimated refunds, tax refund methods, and total amounts
The Taxfyle Integration Challenge
Taxfyle exposes a public Worklayer REST API, but operationalizing it into reliable, embedded tax workflows still takes work:
- Workspace-scoped access: Jobs, members, and documents are scoped to a workspace, so credentials and routing must be managed per environment and partner
- Multi-step job lifecycle: Jobs move through UNDER_CONSTRUCTION, INFO_GATHERING, UNCLAIMED, CLAIMED, IDLE, ON_HOLD, COMPLETED, and CANCELLED—each transition needs correct sequencing
- Questionnaire and checklist gating: Submitting a job requires gathering info, answering questionnaires, and clearing checklists before it reaches the Pro pool
- Document handling: Upload, download, and OCR processing of tax documents demand careful binary and metadata management
- Webhook reliability: Event consumption uses signature verification, so consumers must validate, dedupe, and retry on event delivery
- Partner onboarding gates: API client roles and embedding (magic links, portal embeds) typically require partnership setup before production access
How Supergood Creates Taxfyle APIs
Supergood delivers a resilient API layer over Taxfyle's Worklayer platform—wrapping the public REST surface and authenticated portal flows so you integrate once and get consistent objects across jobs, documents, and members.
- Handles workspace authentication and API-client credentials securely in a managed session
- Normalizes job lifecycle states, scope changes, and progress steps into a consistent schema
- Manages questionnaire, checklist, and info-gathering sequencing so jobs submit cleanly
- Verifies and replays Worklayer webhook events with signature checks, dedupe, and retries
Use Taxfyle with AI agents: Taxfyle MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your workspace, job types, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Taxfyle adapter tailored to your Worklayer workspace and job workflows.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as the Worklayer API evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Taxfyle Worklayer workspace with API-client credentials and obtain a session token for downstream calls.
Jobs
/jobsList jobs in a workspace with filters for status, type (TAX, CONSULTATION, BOOKKEEPING, MISC), and deadline.
Jobs
/create_jobCreate a job from a template for a user, set scope and deadline, and begin the info-gathering flow.
Jobs
/submit_jobSubmit a job to the pool of Taxfyle Pros after questionnaires and checklists are complete.
Documents
/documentsList and retrieve documents attached to a job, including OCR-processed tax documents.
Questionnaires
/questionnaireRetrieve a job's questionnaire and checklist to gather filer information before submission.
Use Cases
Embed on-demand tax filing into your product
- Create jobs for your users from templates and pre-fill profiles - Surface questionnaires and checklists in your own UI via the API - Submit completed jobs to the Taxfyle Pro network and track status to completion
Automate firm tax outsourcing
- Push overflow returns into Worklayer as jobs with scope and deadlines - Attach client documents and trigger OCR processing automatically - Request a specific or previous Pro and monitor claim and progress steps
Sync job and document data to your systems
- Pull job status, scope changes, and total amounts into your warehouse - Mirror documents and checklists into your DMS for compliance - Reconcile estimated refunds and totals against billing systems
React to job events in real time
- Consume Worklayer webhooks with signature verification - Notify clients on status changes (CLAIMED, ON_HOLD, COMPLETED) - Trigger downstream workflows on submission, cancellation, or reopen
Technical Specifications
Authentication
Workspace-scoped API-client credentials and bearer tokens handled in a managed session
Connectivity
Taxfyle Worklayer REST API (v1.0) plus authenticated portal flows where needed
Response format
Normalized JSON across Jobs, Documents, Members, Questionnaires, and Checklist objects
Rate limits
Adaptive throttling tuned to Worklayer's documented rate limits to avoid platform-side caps
Session management
Automatic token refresh, credential rotation, and workspace context handling
Data freshness
Near real-time job and document reads with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Worklayer event consumption with signature verification, dedupe, and retry on delivery
Latency
Sub-second reads on cached job and document metadata; multi-second writes when submitting jobs
Throughput
Horizontally scaled workers sized to high-volume tax-season job creation and submission
Reliability
Retry, backoff, and idempotency keys for job creation, submission, and document uploads
Adaptation
Continuous monitoring of Worklayer API releases and job-lifecycle changes for configuration drift
Frequently asked questions
Yes. Taxfyle exposes the Worklayer REST API (v1.0) with documented endpoints for jobs, documents, questionnaires, and members. Supergood wraps this surface and the authenticated portal flows into a single resilient layer so you integrate once.
Worklayer jobs can be TAX, CONSULTATION, BOOKKEEPING, or MISC. Supergood normalizes status, scope, and progress steps across all of them so you handle one consistent job object.
Documents are uploaded and downloaded per job and can be OCR-processed by Worklayer. Supergood manages the binary and metadata handling and can mirror documents into your DMS for compliance.
Yes. Worklayer supports webhook event consumption with signature verification. Supergood validates, dedupes, and retries events so status changes like CLAIMED, ON_HOLD, and COMPLETED reliably reach your systems.
API-client roles, magic links, and portal embedding typically require partnership setup. Supergood works with your existing workspace credentials and entitlements rather than forcing a generic configuration.