Turn your TaxDome workspace into an API

What you can build on TaxDome

• List new client uploads

  Build this

  Reads the Documents page for the documents your clients uploaded that no one at the firm has opened yet, the ones labeled New.

  Takes

  Client account (optional)

  Returns

  Account, folder, document name, New label

• Get jobs past their due date

  Build this

  Reads Workflow > Jobs, filtered to a pipeline or assignee, and keeps the jobs past their due date, with stage, job status, internal deadline and time in stage.

  Takes

  Pipeline (optional), job assignee (optional)

  Returns

  Job name, account, job assignee, pipeline, stage, priority, job status, due date, internal deadline, time in stage

• List unpaid and overdue invoices

  Build this

  Reads Billing > Invoices for invoices in the Unpaid or Overdue status, with the account and amount of each.

  Takes

  Status (optional), client account (optional)

  Returns

  Account, status, amount, total of unpaid invoices

• Move a job to another stage

  Build this

  Opens a job in its pipeline and moves it to the stage you name, which runs that stage's automations as it does when you move it by hand.

  Takes

  Account, job name, stage

  Returns

  Job name, account, pipeline, previous stage, new stage

Automate TaxDome with a workflow

A workflow runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

• New client documents, by account, each morning

  Build this

  Starts

  Every weekday at 8:00

  Step 1

  List the client uploads labeled New on the Documents page.

  Step 2

  Keep the documents that were not there on the last run.

  Step 3

  Email you the list grouped by account, with folder and document name.

• Overdue jobs by assignee, for the Monday meeting

  Build this

  Starts

  Every Monday at 7:00

  Step 1

  Get the jobs past their due date from Workflow > Jobs.

  Step 2

  Group them by job assignee and stage with an AI step.

  Step 3

  Post the summary, with job name, account, stage and due date, to your Slack webhook.

• Newly overdue invoices to your accounting system

  Build this

  Starts

  Every day at 18:00

  Step 1

  List the invoices in the Overdue status on Billing > Invoices.

  Step 2

  Keep the invoices that were not overdue on the last run, and stop if there are none.

  Step 3

  Post each one, with account, status and amount, to your accounting system's webhook.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

Once built, one call from your code

Once you have built a method, it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “List new client uploads” would look like.

curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "app.taxdome.com/list_new_client_uploads",
    "input": {
      "account": "Acme Holdings LLC"
    }
  }'

{
  "status": "completed",
  "data": {
    "account": "Acme Holdings LLC",
    "documents": [
      {
        "folder": "Client uploads / 2025 Tax Year",
        "name": "W-2 Northwind Logistics.pdf",
        "label": "New"
      }
    ],
    "count": 1
  }
}

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

TaxDome’s own options

TaxDome has an API and an MCP server for AI assistants. In the US both are part of the AI add-on, $200 a month per firm with a 14-day free trial; outside the US you contact TaxDome Sales. They cover clients, jobs, tasks, invoices and payments, but return document records without the file itself and email threads without the message text.

Read on November 12, 2026: TaxDome API and MCP explained, TaxDome API and MCP tool catalog, AI add-on (US).

Signing in to TaxDome

TaxDome asks for your password, then a one-time code sent by email. You can switch to an authenticator app instead, with an SMS backup. With Fous you sign in once through TaxDome's own sign-in with your own team member account. The login is sealed with AES-256, and with the emailed code, sign-in is handled and an expired session is signed back in.

Worth knowing

Opening a file clears the New label

Client uploads stay labeled New until any team member views or downloads them. Then the label disappears for the whole firm, so a method that only lists documents leaves the label in place.

Moving a job runs the stage's automations

A stage's automations run when a job enters it. They can email or text the client, send a real invoice or send an engagement letter to real signers.

Final-stage jobs still count as in progress

A job that reaches the last stage of its pipeline without being marked Completed keeps counting as in-progress work and may show up as overdue.

Results follow your account's access

A TaxDome API key reaches only the clients and records its team member can access, and a method reads only what your account can. A job or invoice missing from a result may be one your account cannot see.

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