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TaxDome + Drake integration

Print directly from Drake to TaxDome

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TaxDome + Drake integration
Kristin Gravitt

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 integrations

TaxDome integrates with Drake for efficient document management

Print prepared in Drake tax returns directly to your TaxDome practice management system

Streamline your accounting document automation

With TaxDome’s Windows application you are able to print and save files from Drake software to TaxDome workspace. 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 Virtual Drive, you can manage client files 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?

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.

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