Connect Keeper and TaxDome to unlock the power of automation

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Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Keeper to TaxDome with a Zapier template.

Our most popular template

Create new Keeper clients from new TaxDome accounts
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TaxDome + Keeper

Create new Keeper clients from new TaxDome accounts

Details

Try it

TaxDome + Keeper

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Keeper with TaxDome - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Properties Update" from Keeper.

Add your action

An action happens after the trigger—such as "Create Account" in TaxDome.

You’re connected!

Zapier seamlessly connects Keeper and TaxDome, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client name
  Required
- Workflow type
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Task Name
  Required
- Due Date
- Priority
Action
Write

Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend ID
  Required
Action
Search

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Id
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write

Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
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- Contact Email
  Required
Action
Write
- Client ID
  Required
- Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write
Delete Account
Triggers when an account is deleted
Trigger
Instant
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New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
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Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Keeper and TaxDome to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Keeper to TaxDome integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Keeper + TaxDome integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Keeper and TaxDome

How can I integrate Keeper with TaxDome?

To integrate Keeper with TaxDome, you can use automation platforms like Zapier to create workflows between the two. Typically, this involves selecting triggers from Keeper and corresponding actions in TaxDome to automate processes.

What triggers in Keeper can be used for automation with TaxDome?

In the integration setup, you can utilize triggers such as 'New Client Added' or 'File Uploaded' in Keeper to initiate specific actions within TaxDome workflows.

Are there any specific actions in TaxDome that are compatible with Keeper triggers?

Yes, when a trigger from Keeper is activated, like a 'New Task Completion,' you can set actions such as creating a new project or updating client information within TaxDome.

Do I need technical skills to set up the integration between Keeper and TaxDome?

No technical skills are necessary to set up the integration. We provide an intuitive platform that allows you to select triggers and actions without any coding required.

What happens if there's an error during the automated process between Keeper and TaxDome?

If an error occurs during the process, our platform will notify you. You can then review the workflow settings or consult our support team for assistance.

Can multiple actions be triggered in TaxDome from a single trigger in Keeper?

Yes, it is possible to configure multiple actions within TaxDome from a single trigger event in Keeper. This allows for comprehensive workflow automation and efficiency.

How do I test my integrations between Keeper and TaxDome to ensure they work correctly?

We recommend using our testing feature that simulates triggering events and their subsequent actions. This helps verify that your integration performs as expected before going live.

About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.

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Related categories

Business Intelligence

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Connect Keeper and TaxDome to unlock the power of automation

Set up your first integration

Create new Keeper clients from new TaxDome accounts

Create new Keeper clients from new TaxDome accounts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Keeper and TaxDome to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Frequently Asked Questions about Keeper + TaxDome integrations

Connect Keeper to TaxDome on the world's largest no-code automation platform