TaxDome API

14 endpoints for TaxDome, each at its own method and path, called with your API key. Open an endpoint for its inputs, examples and response.

Base URL: https://cotlet.dev/api/v1/taxdome
Connects with: Your own TaxDome firm login (firm owner, admin or a team member with the matching access rights, e.g. Manage invoices or Manage accounts)
Integration page: TaxDome

Read (8)

Return data and change nothing in the account.

TaxDome Endpoints: Read
Endpoint	Description
GET /accounts	Client accounts, individuals and companies, with their contacts.
GET /accounts/{account_id}	One account with its contacts, open jobs and open requests.
GET /pipelines	Pipelines with their stages and job templates.
GET /jobs	Jobs in progress or archived, with stage, assignee, priority and due date.
GET /jobs/{job_id}	One job with its tasks, stage, assignee and dates.
GET /tasks	Tasks across jobs, with the job, assignee and due date.
GET /accounts/{account_id}/invoices	Invoices of an account with amount, status and dates.
GET /accounts/{account_id}/requests	Client requests of an account, open and answered.

Change the account. Calls marked Confirm wait for the user to approve them.

TaxDome Endpoints: Write
Endpoint	Description
POST /accounts Confirm	Create a client account of type Individual or Company with its first contact.
POST /accounts/{account_id}/jobs	Create a job for an account in a pipeline, with stage, assignee, priority and due date.
POST /jobs/{job_id}/archive	Move a job to the Archived tab.
POST /accounts/{account_id}/invoices Confirm	Create an invoice for an account from line items and send it to the client.
POST /accounts/{account_id}/documents/request Confirm	Send a client request for documents or information to an account.
POST /accounts/{account_id}/messages Confirm	Send a message to a client in a chat, now or at a set time.