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TaxDome + CCH Axcess Software Integration

Sync documents from CCH Axcess Tax to TaxDome

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TaxDome + CCH Axcess Software Integration
Matt Metras,

I was looking for a CRM tool, and my practice was scattered across many platforms. It was hard to keep my workflow organized, to know what was due when and what work streams were in process. Now I spend 90 percent of my time on the pipeline screen. It’s the biggest time-saver!

Matt Metras,

Founder of MDM Financial Services

TaxDome integrations

TaxDome integrates with CCH Axcess Tax for efficient document management

Print prepared in CCH Axcess Tax tax returns directly to your TaxDome practice management system

TaxDome's clients use CRM integration with cch axcess to sync documents easily

Using TaxDome’s Windows desktop app you can easily streamline the document management process in both TaxDome and CCH Axcess Tax. All of your docs can be easily printed right into TaxDome from CCH Axcess Tax.

Access CCH Axcess Tax client documents from your PC/Mac

Manage your CCH Axcess Tax files without actually keeping them on your computer. With the help of the TaxDome Drive, you can quickly access all documents as if they were on your local drive.

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training

Your concerns, answered

Frequently asked questions

Do you have integrations with tax programs?

A: 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 CCH Axcess Tax to TaxDome?

TaxDome provides a user friendly import tool.

What is the process of getting docs from CCH Axcess Tax 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.

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