Send client request
Send a client request for documents or information to an account.
POST https://cotlet.dev/api/v1/taxdome/accounts/{account_id}/documents/request
write Confirm
Sends a client request with the items you list as fields; the client gets an email and a mobile push notification. Reminders repeat every reminder_days, which is 3 in TaxDome by default. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| account_id string required | string | Account ID from list_accounts. |
| title string required | string | Title the client sees. |
| items array required | array | Names of the documents or questions, one field each. |
| due_date date | date | Due date, ISO. |
| reminder_days integer | integer | Days between reminders. Default: 3. |
Request
curl -X POST https://cotlet.dev/api/v1/taxdome/accounts/acc_4f21/documents/request \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"title":"2026 tax documents","items":["Last year'\''s return","Bank statements","Payroll reports"],"due_date":"2026-10-16","reminder_days":3}'result = client.call("taxdome", "request_documents", {"account_id":"acc_4f21","title":"2026 tax documents","items":["Last year's return","Bank statements","Payroll reports"],"due_date":"2026-10-16","reminder_days":3})const result = await cotlet.call('taxdome', 'request_documents', {"account_id":"acc_4f21","title":"2026 tax documents","items":["Last year's return","Bank statements","Payroll reports"],"due_date":"2026-10-16","reminder_days":3});cotlet call taxdome request_documents --data '{"account_id":"acc_4f21","title":"2026 tax documents","items":["Last year'\''s return","Bank statements","Payroll reports"],"due_date":"2026-10-16","reminder_days":3}'Example response
{
"request_id": "req_940",
"account_id": "acc_4f21",
"title": "2026 tax documents",
"items": 3,
"due_date": "2026-10-16",
"reminder_days": 3,
"status": "sent"
}