Links TaxDome accounts to TIIS clients and refreshes EIN, date of birth, Client ID and
custom deadline from the TaxDome accounts export. Run monthly. Nothing changes in TIIS until you press
Apply, and Apply takes a snapshot first.
Partners only
This page writes to the client list. It is limited to admins, and the database enforces
that independently of this page.
Link TaxDome accounts to TIIS clients
TaxDome accounts that have no TIIS client yet. Suggestions come from each account's
linked contacts in the last accounts export, matched to TIIS clients by name. Tick who the account
belongs to (the first ticked is the main contact) and press Approve. Nothing links until it is
approved and you press Link approved. Nothing is created and nothing is sent to TaxDome; every
link can be undone.
Merge and link flags
Accounts or contacts to merge or link in TaxDome, flagged during review. Do it in
TaxDome, then press Done here. The Hub never removes or merges contacts itself (D-113).
Unfinished batches pick one up where you left it
1Load the TaxDome accounts export
TaxDome → Clients → Accounts → export icon. The download link
arrives by email and is valid for 24 hours; the CSV is inside the zip.
2Stage and match
Copies the mapped rows into a staging table and scores each one against TIIS clients.
Writes verdicts only — no client changes.
3Review
4Apply
Apply writes the TaxDome id, EIN, date of birth, Client ID,
custom deadline, account type, tags and archived status onto each chosen client. It does not write
tier or roles, and it never deletes. A snapshot of the whole client table is taken first.
Completed tasks: prior-year preparer and reviewer
Load TaxDome's completed tasks export. It is read on this
device and only the task columns are sent. You set which task names mean Preparer or Reviewer; nothing
is guessed by AI (D-099). Importing the same file again adds no rows; it only corrects roles and tax years you changed.