TaxDome

Create a new firm account (company) record in TaxDome — used to register a new business client in your practice management system.

Create a new individual contact record in TaxDome — used to register a new personal-tax client or an individual associated with a business account.

Update fields on an existing TaxDome Account — useful for syncing address changes, billing details, or status changes from other systems into TaxDome.

Update fields on an existing TaxDome Contact — used to sync phone numbers, email changes, filing statuses, or notes from other systems into TaxDome.

Search TaxDome for an existing Account by name, email, or other identifiers — returns the matching record to use in downstream actions.

Search TaxDome for an existing Contact by name, email, or SSN — returns the matching record to use in downstream lookups or updates.

Return an existing TaxDome Account if one matches the search criteria, or create a new one — the idempotent account provisioning operation for automation flows.

Return an existing TaxDome Contact if one matches the search criteria, or create a new one — the idempotent contact provisioning step for intake and sync workflows.

Trigger a document request to a client via TaxDome's secure portal — used to automatically chase missing tax documents at the right stage of the workflow.

Generate a new invoice for a client in TaxDome's integrated billing system — used to automate invoice creation at key workflow milestones.

Send a message to a client through TaxDome's secure built-in messaging system — used to automate status updates, reminders, and notifications through the client portal.

Retrieve the current portal access status for a TaxDome contact — checks whether the client has accepted their portal invitation and is actively using the portal.

Retrieve the current list of active jobs and their pipeline stages in TaxDome — used to monitor workflow progress and trigger downstream actions based on job status.

Fires within about a minute when a new Account is created in TaxDome — lets you react to new business client intake in connected systems.

Fires within about a minute when a new individual Contact is created in TaxDome — useful for triggering welcome sequences, CRM sync, and document collection workflows.

Fires within about a minute when an Account record is modified in TaxDome — lets downstream systems stay in sync when client details change.

Fires within about a minute when a Contact record is updated in TaxDome — keeps CRM, communication tools, and marketing platforms in sync with the latest client information.

Fires within about a minute when an Account is deleted from TaxDome — useful for audit logging, archiving connected resources, and cleaning up records in linked systems.

Fires within about a minute when a Contact is deleted from TaxDome — enables audit logging and automated cleanup of records in connected platforms.