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Each workspace represents one tax firm. Create a separate workspace for each tax firm customer you onboard.

Arguments

input
CreateWorkspaceInput!
required
Input object for creating a workspace.

Returns

id
ID!
Workspace identifier. Save this for adding users and other operations.
slug
String!
URL-friendly workspace identifier. Essential for creating reliable deep links that route customers to the correct workspace.
displayName
String!
Workspace display name.
status
String!
Workspace status (e.g., “active”).
workspaceType
WorkspaceType!
Type of workspace. Will be automatically set to “partner” for partner accounts.

Example

Create one workspace per tax firm customer. If you manage 10 tax firms, create 10 workspaces. Save both the workspaceId and slug for each workspace - you’ll need the workspace ID for adding users and the slug for generating deep links.

Troubleshooting

Problem: createWorkspace fails Solutions:
  • Verify your access token is valid and not expired
  • Check that displayName is provided and not empty
  • Ensure you have permission to create workspaces