TaxDome: Send client request
taxdome_request_documentsTaxDome: Send a client request for documents or information to an account. Sends a client request with the items you list as fields; the client gets an email and a mobile push notification. Reminders repeat every reminder_days, which is 3 in TaxDome by default. 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 |
|---|---|---|---|
| items | Yes | Names of the documents or questions, one field each. | |
| title | Yes | Title the client sees. | |
| due_date | No | Due date, ISO. | |
| account_id | Yes | Account ID from list_accounts. | |
| reminder_days | No | Days between reminders. Default: 3. |