Verify clients when you tag them in TaxDome

Start compliance from TaxDome. Adding a kyc tag to a client starts the check, and StackGo holds the result.

TaxDome publishes 6 trigger events and 4 actions on its public Zapier listing. A trigger that carries the person’s name and email can start a StackGo check.

Practice management System of record Via Zapier Live

Also listed under Accounting and Client onboarding

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How the StackGo and TaxDome integration works · Watch the video: client ID checks for accounting practices using TaxDome

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

Your team adds a kyc tag to the client’s contact, new or existing, and the tag name is yours to choose. TaxDome has no tag-added trigger in Zapier, so the Zap runs on Updated Contact with a filter: only contacts with the tag and an email go through. Updated Contact fires on every edit, so finish the Zap with TaxDome’s Update Contact action to swap the tag once the link is sent, or a later edit sends another link. We can set the Zap up for you for a one-off fee. Talk to us.

The result

Where the result goes

StackGo emails your team when the check is complete, and the result and full report are in StackGo. The result is not written onto the TaxDome record automatically: the Zap can swap the tag when it sends the link, but IdentityCheck sends results by webhook, not as a Zapier trigger. If you need the result on the record, it can be set up from that webhook. Talk to us.

Everything else TaxDome publishes

TaxDome’s public integration surface

The rest of what TaxDome exposes on Zapier, beyond the ones above. A trigger that carries a person’s name and email can start a check. StackGo has no Zapier trigger of its own, so these actions are not run from a StackGo result.

5 more events

Delete Account
Deleted Contact
New Account
New Contact
Update Account

4 actions

Create Account
Create Contact
Update Account
Update Contact

Names are TaxDome’s own, read from its public Zapier listing on 23 October 2026.

Setting it up

Connected through Zapier

Start a check when you add a kyc tag to a client in TaxDome.

Set up once · Before your first check

One Zap: a kyc tag starts Create Verification

A one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.

The Zap: TaxDome’s Updated Contact trigger starts IdentityCheck’s Create Verification action, with the client’s first name, last name and email mapped across.

Built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
The trigger names are TaxDome’s own, exactly as they appear in Zapier.

How it runs

From a kyc tag in TaxDome to a verified client

Your team adds the kyc tag to the client in TaxDome. The Zap emails them a check link, they verify on their phone, and StackGo emails your team the result.

How it runs, in five steps: tag the client kyc in TaxDome; Zapier’s Updated Contact trigger fires and a filter checks for the tag; Create Verification emails the check link; the client verifies on their phone; the result and full report are in StackGo.

Tag the client. Add the kyc tag to a new or existing contact in TaxDome. Your firm can pick its own tag.
Updated Contact. The change fires Zapier’s Updated Contact trigger. A filter lets through only contacts tagged kyc.
Create Verification. The Zap passes the contact’s name and email to StackGo, which emails the check link.
The client verifies. A short form if you ask for one, then ID photo and selfie on their phone.
Result in StackGo. Result and full report in StackGo. The Zap gets the check link back.

Step 1 · Start in TaxDome

Add the kyc tag to the client in TaxDome

Add the kyc tag on the client’s contact and save. A new client can be tagged as the contact is created.

A TaxDome contact with the kyc tag in its Tags field and the Save button, and a new contact form with the same tag.

Add the kyc tag. Your firm can choose its own tag name; the Zap filter matches it.
Click Save. That fires Updated Contact, and the name and email carry through to StackGo.
New clients too. Tag the contact as you create it, and the same Zap runs.

Step 2 · The client verifies

On the client’s phone, a few minutes, nothing to type

Everything happens on the client’s own phone, from the email StackGo sends.

Four phone screens: the IdentityCheck email, an optional short form, photographing the ID, and taking a selfie.

Open the link. An email from IdentityCheck, sent on behalf of your business.
A few questions (optional). Only if you have set up a form: details, consent or a few questions.
Photograph the ID. Passport, driver licence or national ID card.
Take a selfie. A quick photo to match their face to the ID.

Step 3 · Your team is told

StackGo emails your team when the check is complete

StackGo emails your team the result as soon as the check is complete.

The email StackGo sends your team: the result in the subject line, a View details button, and the PDF report when attachments are turned on.

The result is in the subject line. It goes to the Notification Email set in StackGo, under Account, Notifications.
View details opens the full report in StackGo.
The PDF report can be attached too. Ask us to turn it on.

Step 4 · The full report

The result and the full report in StackGo

The report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

The verification report in StackGo: result Positive, document type, country, number, date of birth, expiry, the ID and selfie images, and a Download PDF button.

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”. StackGo emails your team the result, and the full report is held in StackGo.

Does StackGo write the result back to TaxDome?

Not automatically. Through Zapier, nothing is written onto the TaxDome record: IdentityCheck sends results by webhook, not as a Zapier trigger. StackGo emails your team when the check is complete, and the result and full report are in StackGo. If you need the result on the record, it can be set up from that webhook.

What does the client have to do?

Open the email from IdentityCheck on their phone, answer a short form if you have set one up, photograph their ID and take a selfie.

How does my team find out the result?

StackGo emails the Notification Email set under Account, Notifications, with the result in the subject line and a link to the full report. The PDF report can be attached if you ask us to turn it on.

Can something other than “Updated Contact” start a check?