Welcome to TAPP Cash

TAPP Cash is a modern banking platform that lets you embed financial accounts, transfers, and KYC into your product via API. These docs cover everything your engineering team needs to integrate — from inviting a user all the way through daily banking operations.

What can you build?

Account Manager Workflows

Sign in as an advisor, manage your portfolio of individuals, send invitations, and track onboarding status across your branch.

Individual Onboarding

Guide users through invitation acceptance, W9 certification, security setup, phone verification, and KYC submission — all via API.

Money Movement

Internal transfers between a user's own accounts (TBA) and ACH pulls/pushes to linked external bank accounts.

Account Activity

Real-time balances, full transaction history with status filtering, and a notification system with unread-count badges.

Recipes

Step-by-step guides for common integration patterns.

Recipe	What it covers
Account Manager: Sign in & invite	Authenticate as advisor, list managed individuals, send an invitation
Individual onboarding	Steps 1–10: validate token → accept invite → KYC → token exchange
Sign in as returning user	Standard login flow and token refresh for individual users
Internal transfer (TBA)	Preview fees and move funds between a user's own accounts
External account linking (ACH)	BaaS token → Plaid link → pull or push funds
Notifications	Unread count, list, mark read
Account closure	Two-step OTP-confirmed deletion

Recent Releases

Stay up to date with platform changes in the Changelog.

Support

Topic	Contact
Credentials & access	[email protected]
Developer docs	developers.tappcash.com
API reference	developers.tappcash.com/reference