Request documents from TaxDome clients with AI

1. Send a client request from the New menu, from the client's Requests tab or from a chat; to send the same request to several clients, select them in the Clients list.
2. Build the request as a form with text, date and file upload fields, and set a due date.
3. TaxDome emails the client and sends a mobile push notification; optional reminders default to one every 3 days.
4. For files from a third party who has no portal login, create a File request from a folder's menu in Documents: the link lets them upload without logging in.
5. Open each client's Requests tab later to see who answered; the work repeats for every client.

For each company account in the Tax Prep 2026 pipeline that has no open request, send a client request titled "2026 tax documents" asking for last year's return, bank statements and payroll reports, due Friday.

1. 01

   Pick who needs the request

   Your agent reads the pipeline with list_jobs and keeps the accounts whose job sits in the stages you named, so clients already past document collection are left alone.

2. 02

   Skip clients already asked

   list_requests runs for each account first. A client with an open request of the same title is skipped and listed as already asked, which prevents a second email in the same week.

3. 03

   Build one checklist

   The items in your prompt become the fields of the form, with a due date. A company account gets the payroll item; an individual account does not, if your prompt says so.

4. 04

   Send with your OK

   request_documents emails the client and sets the reminder interval you gave, or TaxDome's default of every 3 days. You confirm each send, or switch that off for the weekly run.

5. 05

   Report who got what

   The agent returns each account, the request ID and the due date, plus the clients it skipped and why.

Accounts in Tax Prep 2026 stage "Collect docs": 18
Requests sent: 15 ("2026 tax documents", due Fri 16 Oct)
Skipped, open request exists: 3 (Harbor Dental LLC, Nguyen Family, Pine & Co)
Reminders: every 3 days

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}'

{
  "request_id": "req_940",
  "account_id": "acc_4f21",
  "title": "2026 tax documents",
  "items": 3,
  "due_date": "2026-10-16",
  "reminder_days": 3,
  "status": "sent"
}

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

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