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Reviews

TaxDome + Lacerte Integration

Simply move and print Lacerte files in TaxDome

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TaxDome + Lacerte Integration
Myranda Harper

TaxDome provided ALL the features needed for true practice management and some for a lesser price. The flat fee for all functions was a huge factor in switching for me.

Myranda Harper

CNAP, CEO of Harper Business Solutions

TaxDome integrations

TaxDome integrates with Lacerte for efficient document management

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

Simple way of sharing documents between TaxDome & Lacerte

Establish a new, easy document flow using TaxDome Windows app. Print and save files from Lacerte to TaxDome.

Access Lacerte client documents from your PC/Mac

You don’t need to store your firm docs on the local drive, the TaxDome Drive does it for you. Manage all Lacerte files as if they were PDFs on your computer.

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

Which integrations with tax softwares do Taxdome have?

You can use TaxDome with any tax program: Drake, UltraTax, Lacerte, CCH, TaxWise, ProSeries, etc. Contacts are exported from those programs, then all files are simply imported or printed from your to TaxDome via the desktop application. So, TaxDome acts like a printer on your PC.

Is there a way to maintain the clients list updated in TaxDome?

Using any tax software for your tax practice, you can upload your clients with the TaxDome import tool.

Which steps are required to transfer information from my tax management system to TaxDome?

Documents become available to your clients as soon as you scan and print them from your tax software to TaxDome. TaxDome supports a lot of tax softwares, no doubt it integrates and works correctly.

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