Professional Clearance

Professional clearance letter management for client transitions. Provides CRUD operations for professional clearance request items (document and information requests sent to previous accountants), settings configuration for PCL emails, client-specific endpoints to retrieve applicable PCR items (filtered by billable services and including global items), and sending professional clearance letters via email with template variable substitution.

GET List ProfessionalClearanceRequestItems
Lists all ProfessionalClearanceRequestItems for the given tenant.
/tenants/{tenant}/professionalclearance/items
POST Create ProfessionalClearanceRequestItem
Creates a new ProfessionalClearanceRequestItem for the specified tenant.
/tenants/{tenant}/professionalclearance/items
GET Get ProfessionalClearanceRequestItem
Gets a ProfessionalClearanceRequestItem for the specified tenant.
/tenants/{tenant}/professionalclearance/items/{code}
PUT Update ProfessionalClearanceRequestItem
Updates a ProfessionalClearanceRequestItem for the specified tenant.
/tenants/{tenant}/professionalclearance/items/{code}
DELETE Delete ProfessionalClearanceRequestItem
Deletes a ProfessionalClearanceRequestItem for the specified tenant.
/tenants/{tenant}/professionalclearance/items/{code}
GET Get Settings
Returns the professional clearance letter settings for the specified tenant
/tenants/{tenant}/professionalclearance/settings
PUT Update Settings
Updates the professional clearance letter settings for the specified tenant
/tenants/{tenant}/professionalclearance/settings
GET Get Items for Client
Returns all professional clearance request items for the client based on their non-inactive billable services, including global items
/tenants/{tenant}/clients/{clientCode}/pcl/items
POST Send Email
Sends a professional clearance letter email to the specified recipient using the configured email content block. Template variables (client, partner, ...
/tenants/{tenant}/clients/{clientCode}/pcl/send