Request a Tenant Scoped Bearer Token

Take this action to request a tenant scoped bearer token. Once you receive a tenant scoped bearer token, it is valid for 24 hours.

Take this action to request a tenant scoped bearer token. This token is the authorization mechanism that allows you to make the following API requests:

  • Users
  • Account Owners
  • Accounts
  • Transactions
  • Assets
  • Documents
  • Form Items
  • Gains
  • Inventory
  • Payers
  • Recon

Each token is only valid for 24 hours. After a token expires, it will be necessary to request a replacement token from this endpoint.

Authentication Flow

  1. Obtain your API credentials (client-ID and client-secret) from your TaxBit Implementation Manager.

  2. Make a POST request to the /oauth/token endpoint by providing your client-ID and client-secret.

    curl --request POST \
    --url '' \
    --header 'Content-Type: application/json' \
    --data '{
        "grant_type": "client_credentials",
        "client_id": "{{client-id}}",
        "client_secret": "{{client-secret}}"
  3. The API will authenticate your credentials and issue a Bearer Token in the response.

        "access_token": "{{bearer-token}}",
        "expires_in": 86400,
        "token_type": "Bearer"
  4. Store the received Bearer Token securely as it will be required for subsequent API requests. You must include the token in the Authorization header of each request as follows:

Authorization: Bearer <your_token>
Click Try It! to start a request and see the response here!