TaxDome offers an easy-to-use import tool that lets you transfer client accounts and contact data simultaneously, so you can start working from your portal quickly. While you can add contacts and accounts manually, uploading a CSV file is a much faster way to move your data to TaxDome.

TaxDome integrates with any tax program: Drake Software, UltraTax, Lacerte, CCH, TaxWise, etc. You download contacts from the programs listed above, then send them to TaxDome, or print all files from your tax software directly on TaxDome via the desktop application. 

TaxDome becomes a printer on your computer, so it’s now possible to print from any software and forward it to TaxDome.

Just click print. TaxDome becomes a printer on your computer, so you can print the tax return directly from Drake Software and get it to your client quickly and easily. The process looks like you send docs to the office printer, except your client will receive a PDF instead of a paper file. Manual processes are reduced significantly.