Tax firm and client portal
Use TaxDome, the practice management software for accounting, tax and bookkeeping firms, in your AI. Firm staff can find overdue jobs, get a brief on a client before a call, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes. More
MCP connector Server URL https://app.taxdome.com/mcpCopy Login OAuth Tools Reads data75 v4_ account_ role_ assignments_ getv4_ account_ role_ assignments_ listv4_ account_ roles_ getv4_ account_ roles_ listv4_ bills_ getv4_ bills_ listv4_ bills_ list_ line_ itemsv4_ chat_ threads_ listv4_ client_ assignments_ getv4_ client_ assignments_ listv4_ client_ custom_ fields_ listv4_ client_ notes_ listv4_ clients_ getv4_ clients_ listv4_ contact_ custom_ fields_ listv4_ contact_ links_ listv4_ contacts_ getv4_ contacts_ listv4_ directories_ listv4_ document_ checklist_ items_ listv4_ document_ checklists_ getv4_ document_ checklists_ listv4_ documents_ getv4_ documents_ get_ signature_ requestv4_ documents_ listv4_ email_ templates_ getv4_ email_ templates_ listv4_ employees_ getv4_ employees_ listv4_ firm_ members_ listv4_ job_ assignments_ listv4_ job_ client_ statuses_ listv4_ job_ recurrence_ assignments_ listv4_ job_ recurrences_ listv4_ job_ statuses_ listv4_ jobs_ getv4_ jobs_ listv4_ jobs_ list_ linksv4_ jobs_ list_ unfinished_ requirementsv4_ mailbox_ threads_ getv4_ mailbox_ threads_ listv4_ me_ showv4_ message_ templates_ getv4_ message_ templates_ listv4_ organizers_ getv4_ organizers_ listv4_ owner_ showv4_ payments_ getv4_ payments_ listv4_ pipeline_ stages_ listv4_ pipelines_ getv4_ pipelines_ listv4_ proposals_ getv4_ proposals_ listv4_ proposals_ list_ line_ itemsv4_ proposals_ list_ packagesv4_ sms_ templates_ getv4_ sms_ templates_ listv4_ sms_ threads_ listv4_ tags_ colorsv4_ tags_ getv4_ tags_ listv4_ task_ assignments_ listv4_ tasks_ getv4_ tasks_ listv4_ tasks_ list_ notesv4_ tax_ returns_ getv4_ tax_ returns_ get_ introv4_ tax_ returns_ listv4_ tax_ returns_ list_ categoriesv4_ team_ channels_ getv4_ team_ channels_ get_ messagev4_ team_ channels_ listv4_ team_ channels_ list_ messagesv4_ time_ entries_ list
Changes data36 v4_ blobs_ createv4_ blobs_ get_ upload_ urlv4_ chat_ threads_ archivev4_ chat_ threads_ assignv4_ chat_ threads_ createv4_ chat_ threads_ unarchivev4_ chat_ threads_ unassignv4_ client_ custom_ fields_ createv4_ client_ notes_ createv4_ clients_ createv4_ contact_ custom_ fields_ createv4_ contact_ links_ createv4_ contacts_ createv4_ directories_ createv4_ directories_ movev4_ documents_ movev4_ documents_ restorev4_ job_ assignments_ createv4_ job_ client_ statuses_ createv4_ job_ recurrence_ assignments_ createv4_ jobs_ create_ linkv4_ mailbox_ threads_ assignv4_ mailbox_ threads_ create_ internal_ commentv4_ mailbox_ threads_ unassignv4_ pipelines_ clonev4_ pipelines_ createv4_ tags_ createv4_ task_ assignments_ createv4_ tasks_ add_ checklist_ itemv4_ tasks_ createv4_ tasks_ create_ notev4_ team_ channels_ createv4_ team_ channels_ create_ messagev4_ time_ entries_ finishv4_ time_ entries_ pausev4_ time_ entries_ resume
Deletes or can't be undone39 v4_ chat_ threads_ send_ messagev4_ client_ notes_ deletev4_ client_ notes_ updatev4_ clients_ assign_ tagv4_ clients_ unassign_ tagv4_ clients_ updatev4_ contact_ links_ deletev4_ contacts_ updatev4_ directories_ updatev4_ documents_ createv4_ documents_ deletev4_ documents_ delete_ foreverv4_ documents_ notify_ clientv4_ documents_ updatev4_ job_ assignments_ deletev4_ job_ client_ statuses_ updatev4_ job_ recurrence_ assignments_ deletev4_ jobs_ createv4_ jobs_ movev4_ jobs_ updatev4_ jobs_ update_ statusv4_ mailbox_ messages_ createv4_ mailbox_ threads_ delete_ internal_ commentv4_ mailbox_ threads_ update_ internal_ commentv4_ sms_ threads_ resend_ messagev4_ sms_ threads_ send_ messagev4_ tags_ updatev4_ task_ assignments_ deletev4_ tasks_ assign_ tagv4_ tasks_ deletev4_ tasks_ delete_ notev4_ tasks_ remove_ checklist_ itemv4_ tasks_ unassign_ tagv4_ tasks_ updatev4_ tasks_ update_ checklist_ itemv4_ tasks_ update_ notev4_ tax_ returns_ lock_ documentv4_ tax_ returns_ unlock_ documentv4_ tax_ returns_ update_ intro
Skills None in the store listings. The server needs sign-in, so we could not check it