Join live daily webinars to get up to speed on automations, invoicing and team collaboration.
Close Video
Close Form

Enter website URL

TaxDome + Drake Software Integration

Print directly from Drake to TaxDome

TaxDome has saved our firm. There is no way we would have survived tax season without it.

Kristin Gravitt

Partner at Fox Gravitt, PLLC

TaxDome's clients like the ease they can move files with crm integration with drake and TaxDome TaxDome's clients like the ease they can move files with crm integration with drake and TaxDome

Streamline Your Accounting Document Automation With TaxDome + Drake integration

With TaxDome’s Windows application you are able to print and save files from Drake Software to TaxDome. Less clicks, more automation, better processes for your practice.

Manage Drake Client Files From Your PC

Access your Drake files from your computer without using the web browser. With the TaxDome Drive you can easily manage client files as if they were on your local drive.

White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • Do you have integrations with tax programs?

    TaxDome integrates with any tax program: Drake, UltraTax, Lacerte, CCH, TaxWise, ProSeries, etc. You download contacts from the listed above programs, then send them to TaxDome or print all files from your tax software directly to 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.
  • How do I export my client data from Drake to TaxDome?

    TaxDome provides a user friendly import tool.
  • What is the process of getting docs from Drake to TaxDome?

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

TaxDome is the official partner of the National Association of Enrolled Agents (NAEA).