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FinanceFinance Specific

Automate TaxDome with Caddi

Built for finance teams.

TaxDome holds the client relationship and the job board. Caddi automates what happens between them: classifying uploads, opening the right job, and chasing what is still missing.

How it works

Automating TaxDome takes one screenshare.

Show Caddi the TaxDome workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the TaxDome task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with TaxDome

Why teams automate TaxDome

Portal uploads and client email arrive constantly and still need a human to interpret and route them. Caddi does that routing consistently so nothing waits in an unwatched queue.

Loops Caddi runs against TaxDome

  • Portal upload to job

    Recommended pattern
    1. TaxDome
    2. Microsoft Outlook
    3. SharePoint

    Caddi classifies each portal upload, files it against the right client, and opens or advances the matching TaxDome job.

  • Outstanding request chase

    Recommended pattern
    1. TaxDome
    2. Microsoft Outlook
    3. Gmail

    Caddi pursues open items on the firm's cadence and closes the job task once the client responds.

  • Billing and books sync

    Recommended pattern
    1. TaxDome
    2. Quickbooks
    3. Bill.com

    Caddi reconciles completed jobs against the ledger, drafts the invoice, and writes the entry back with the right client coding.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in TaxDome with no rekeying.

  • Meeting prep & follow-up

    Pull the right TaxDome data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right TaxDome metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against TaxDome, and write the audit-ready record back to the right account.

Questions about automating TaxDome

Does Caddi have a real TaxDome integration?

Yes. Caddi runs verified code against TaxDome's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for TaxDome is reviewed before it runs in production.

Do I need engineering help to automate TaxDome with Caddi?

No. You demonstrate the workflow once — clicking through TaxDome the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my TaxDome data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against TaxDome with no model in the loop.

Can Caddi connect TaxDome to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating TaxDome, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside TaxDome

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See it on your stack

Ready to automate TaxDome?

Drop your work email and we'll show you Caddi running end-to-end against TaxDome and the rest of your stack.