TaxDome: Create account
taxdome_create_accountTaxDome: Create a client account of type Individual or Company with its first contact. Creates an account, then its first contact from the name and email. Creating an account does not give the client portal access, and this tool does not invite anyone. Needs the firm owner, an admin or the Manage accounts access right. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | 'individual' or 'company'. | |
| Yes | Email of the contact. | ||
| last_name | Yes | Last name of the contact. | |
| first_name | Yes | First name of the contact. | |
| company_name | No | Required for a company. |