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Create TaxDome jobs for every client at once

Each season a job has to exist for every client before work starts, and creating them one by one means picking the pipeline, stage, assignee and date again and again.

Cotlet does it in your own TaxDome account with list_accounts, list_jobs and create_job, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can TaxDome do this on its own?

TaxDome has no public API for jobs (checked 14 Oct 2026). Zapier handles contacts only, and TaxDome MCP is announced and not open to every firm yet. Bulk adding jobs is possible from the account list inside TaxDome.

How you do it in TaxDome today

  1. Open the pipeline and add a job manually: select the accounts, the stage, a template and the assignee.
  2. Set the start and due date, which TaxDome treats as the date the job has to be finished, and a priority of Low, Medium, High or Urgent.
  3. Or apply a job template, created under Templates > Firm templates, so tasks come with the job.
  4. Check Workflow > Jobs, where all jobs sit in the In progress and Archived tabs.
  5. Move jobs between stages by hand or with automations.

How to create TaxDome jobs for every client at once

Prompt

For each company account tagged "annual", create a job in the Annual Filing pipeline at stage "Intake", assigned to Maria Silva, priority Medium, due 15 March, unless the account already has an open one.
  1. 01

    Select the accounts

    list_accounts filters by type and search text. The agent keeps the accounts that match your rule and drops the ones you named as exceptions.

  2. 02

    Look for an open job

    list_jobs runs per account in the target pipeline. An account that already has a job there is skipped and reported, so the same client never gets two filings.

  3. 03

    Create with your defaults

    create_job sets the stage, assignee, priority and due date from your prompt, and a template when you give one. The job reaches no client, so it does not wait for your OK.

  4. 04

    Fix what failed

    If an assignee name matches nobody or a stage does not exist in the pipeline, the agent stops that account and lists the reason instead of picking a default.

  5. 05

    Report the board

    You get the number of jobs created per assignee and the accounts that were skipped.

What you get back

Example data

Company accounts tagged "annual": 22
Jobs created: 19 in Annual Filing, stage Intake, due 15 Mar 2027, assignee Maria Silva
Skipped, open job exists: 3
No template found: 0

Other ways to ask

  • Create the same job for the accounts I list below, but assign them to Tom Becker with priority High.
  • Use the "Individual 1040" template for individual accounts and the "Business return" template for company accounts.
  • Archive jobs in Annual Filing that are past due and have no tasks left open.

What TaxDome allows, and what to know first

  • A TaxDome job lives in a pipeline and has stages, an assignee, a priority and a due date.
  • Priority is Low, Medium, High or Urgent.
  • Job templates are created by a firm owner, an admin or a team member with the Manage templates access right.
  • TaxDome sees tasks as the steps you take to complete a job.
  • Jobs can be moved between stages by hand or by automations.

create_job changes only your own TaxDome data and reach no one else, so it runs without asking first.

Sources: TaxDome Help: Jobs (Basic), add manually · TaxDome Help: Jobs list, view, search, filter · TaxDome Help: Custom job templates · TaxDome Help: Creating tasks

Call create_job from a script

curl

curl -X POST https://cotlet.dev/api/v1/taxdome/accounts/acc_4f21/jobs \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"pipeline_id":"pl_annual","stage":"Intake","assignee":"Maria Silva","priority":"Medium","due_date":"2027-03-15"}'

Example response

{
  "job_id": "job_3190",
  "name": "Annual Filing 2026",
  "account_id": "acc_4f21",
  "pipeline": "Annual Filing",
  "stage": "Intake",
  "assignee": "Maria Silva",
  "priority": "Medium",
  "due_date": "2027-03-15"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is taxdome_write → create_job. Example data.

Schedule it in n8n, Make, Zapier or cron

TaxDome tools this automation uses

Cotlet TaxDome tools used to create TaxDome jobs for every client at once
Tool Parameters
list_accounts query, type, limit, cursor
list_jobs pipeline_id, stage, assignee, account_id, priority, overdue, archived, limit, cursor
create_job account_id, pipeline_id, stage, template, assignee, priority, due_date
All 14 TaxDome tools with descriptions

Frequently asked questions

Is it safe to connect TaxDome to Cotlet?

Yes. You sign in to TaxDome yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get TaxDome once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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