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Automatically transfer client data from Companies House to TaxDome

Automatically sync and import Companies House data to TaxDome.  Link your account and watch as all information about your UK-based clients is filled in automatically

Automatically transfer client data from Companies House to TaxDome

Streamline how you work with UK clients

Maintain TaxDome as your single source of truth. Connect to Companies House — the UK registrar of companies — to access key information about your clients in TaxDome.

 

Automatically sync and import key statutory data to TaxDome contacts

 

Save time when adding new entities in TaxDome by pulling in data from Companies House

 

Sync accounts individually or in bulk

Keep everything in one place

Bring your tech stack together

TaxDome replaces many tools, including DMS, e-signature, time & billing and more. In addition, integrations with over 2,000 tools keep your data synchronized.

  1. IRS transcripts

  2. Tax & bookkeeping programs

  3. Email integration

  4. Payment processors

  5. QuickBooks Online

  6. Schedulers

  7. Zapier

  8. Cloud hosting

Bring your tech stack together

Your concerns, answered

Frequently asked questions

How do I set up the integration with Companies House?

To connect to Companies House, go to Settings, Integrations, the Companies House tab, and then click Connect. You can then choose which Companies House account fields you want to synchronize. Before proceeding, please ensure the following:

  • Add a custom field to your accounts to store Companies House company numbers
  • Configure how the accounts’ custom fields will match the data fetched from Companies House

Once you start the synchronization process, all information from Companies House will be added to the mapped custom fields in the TaxDome client account. Read our help article for detailed instructions.

Can I add company information in bulk?

Yes, you can. If you need to retrieve CRM data for your client accounts from Companies House in bulk, select multiple accounts at once and click Sync with Companies House.