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API Documentation

ConceptsThe Worklayer platformAuthenticationRate Limits

MemberThe Member ResourceCreate a memberRetrieve a memberRetrieve a member by external IDRetrieve a list of membersUpdate a memberAccept terms for a member

JobsThe Job ResourceThe job creation flowThe Info Gathering ChecklistCreate a job from a templateRetrieve questionnaireSubmit questionnaire answersRequest a specific ProRequest a previous ProSubmit a jobRetrieve a list of your jobsList job documentsDelete a jobRetrieve a job checklistComplete info gathering for a jobRequest cancellationRequest reopen

Relationship ManagerRelationship Manager ResourceRetrieve a job relationship manager

Job ProgressionsApprove a draftReject a draftMark job as ready to file

ConsultationsThe Consultation Resource

Scope Change RequestsChange job scopeList consultation service itemsCreate job scope change requestApprove a job scope changeReject a job scope change

Job TemplatesThe Job Template ResourceRetrieve available job templates

Personal ProfilesThe Personal Profile ResourceRetrieve a personal profileSave a personal profileProvide a personal profile to a jobRetrieve a personal profile for a job

Spousal ProfilesThe Spousal Profile ResourceRetrieve a spousal profileSave a spousal profileProvide a spousal profile to a jobRetrieve a spousal profile for a job

Dependent ProfilesThe Dependent Profile ResourceList dependent profilesRetrieve a dependent profileCreate a dependent profileUpdate a dependent profileDelist a dependent profileProvide a dependent profile to a jobRemove a dependent profile from a jobRetrieve dependent profiles for a job

Business ProfilesThe Business Profile ResourceList business profilesCreate a business profileUpdate a business profileRetrieve a business profileRetrieve a business profile for a jobDelist a business profileProvide a business profile to a job

Tax Refund MethodsThe Tax Refund Method ResourceList tax refund methodsCreate a tax refund methodRetrieve a tax refund methodRetrieve a tax refund method for a jobUpdate a tax refund methodDelist a tax refund methodProvide a personal refund methodProvide a business refund method

DocumentsThe Document ResourceCreate a documentGet a documentDownload a documentDelete a document

Document TypesThe Document Type ResourceList document types

MessagesThe Message ResourceSend a messageList messagesGet unread count

OCRStart OCR processingGet OCR results

WebhooksConsume webhook eventsEvent resourcesCheck signatures

Magic LinkDashboardJob DetailsWaitlist

PortalPortal embedding

GuidesFilteringPostman Collection

Relationship Manager Resource

Resource representing a relationship manager.

The relationship manager resource contains information about a taxfyle user specifically acting as a relationship manager.

Endpoint

Method	Url
`GET`	`/v1.0/jobs/{job_id}/relationship-manager`

Properties

email

The email of the relationship manager.

user_id

The user ID of the relationship manager.

first_name

The first name of the relationship manager.

last_name

The last name of the relationship manager.

full_name

The full name of the relationship manager.

meeting_link

The relationship manager's meeting link.

phone_number

The relationship manager's phone number.

jsonCopied
1{
2    "user_id": "a6e5ea2f-7d96-4852-9f46-2383dfd572f7",
3    "first_name": "John",
4    "last_name": "Doe",
5    "full_name": "John Doe",
6    "email": "john.doe@taxfyle.com",
7    "meeting_link": "https://meeting-link",
8    "phone_number": "+1800-123-4567"
9}

Next steps

Retrieve the relationship manager assigned to a job

Last updated on April 20, 2026

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