INTEGRATION
TwinnTax
Connect your TwinnTax account so Dytto can read your client list, shareholder books, documents, debts, and rental properties. Read-only, straight from the live API.
What you can do with TwinnTax in Dytto
Dytto reads straight from TwinnTax and never writes back, so what you see is always the live file, right where you’re working.
Client list
Browse the clients in your TwinnTax account and resolve the right one by enterprise number.
Shareholder book
Read a client’s shareholder book, with the ownership structure and the ultimate beneficial owners behind it.
Documents
Find documents per client, filtered by type and date, and pull the file straight into the chat.
Debts
See the outstanding tax, VAT, social, and third-party debts held against a client.
Rental properties
Read rental properties, their lease terms, and the parties on each lease.
Read-only by design
TwinnTax access is read-only, so Dytto shows the data without ever changing anything in your account.
HOW IT WORKS
From a question to the right client
Find the client
Dytto matches the client by enterprise number and resolves them in your TwinnTax account.
Read the file
It reads the client profile, shareholder book, documents, debts, and rents directly from TwinnTax.
Always the live file
Every answer comes from the current TwinnTax file, so what you see is never a stale copy.
GET CONNECTED
Connect TwinnTax in a few minutes
You need a Client ID and Client Secret from TwinnTax. An admin connects it once for the whole firm.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose TwinnTax.
2
Create your API keys
In TwinnTax, go to Settings, then API keys, and copy your Client ID and Client Secret.
3
Paste them into Dytto
Dytto validates your keys and connects TwinnTax for the whole firm.
Bring TwinnTax into your workflows
Connect your TwinnTax account once, then ask Dytto about any client, document, or debt.