TaxDome + StackGo

Run compliance from inside TaxDome. Checks start from a record and the result lands back on the client.

TaxDome publishes 9 trigger events and 8 actions on its public Zapier listing. StackGo uses them today.

Practice management System of record Via Zapier

Also listed under Accounting and Client onboarding

Start free Book a demo

What TaxDome is

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

Description supplied by TaxDome.

The trigger

What starts a check from TaxDome

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Updated Contact
New Contact

The write-back

What StackGo puts back on the record

Named fields on the TaxDome record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have TaxDome start a check and write nothing back — the result stays in StackGo, behind your login, and TaxDome is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in TaxDome

Create Account
Create Contact

TaxDome's own write operations. The result goes onto the record you already work in.

Everything else TaxDome publishes

TaxDome’s public integration surface

The rest of what TaxDome exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

7 more events

Delete Account
Deleted Contact
Folder templates
Tags list
New Account
Team members list
Update Account

6 more actions

Update Account
Update Contact
Find Account
Find Contact
Get all accounts
Get All Contacts

Names are TaxDome’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

Connected through Zapier

Kick off a check when a client moves through onboarding.

Connect StackGo to TaxDome through Zapier.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about TaxDome

What does TaxDome integrate with?

StackGo connects to TaxDome through Zapier, and a check can start from an event like “Updated Contact”. The result comes back on the record you already work in.

Which TaxDome events can start a compliance check?

“Updated Contact”, “New Contact”. These are TaxDome’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in TaxDome?

Through TaxDome’s own write operations: “Create Account”, “Create Contact”. You choose which fields are written, and you can also run it one-way, with nothing written back to TaxDome at all.