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TaxDome + ProConnect Software Integration

Print and save ProConnect files directly to TaxDome

TaxDome + ProConnect Software Integration
Amanda Kendall,

In prior systems, we had issues where clients would say they uploaded documents, but then we couldn’t find them. With TaxDome, client feedback so far has been great.

Founder of Elevating Profits

TaxDome integrations

TaxDome integrates with ProConnect for efficient document management

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

TaxDome's clients have the ability to quickly share files via ProConnect software integrations and TaxDome

Incorporate an easy to use docusharing into your practice: Print and save documents from ProConnect to TaxDome using the TaxDome Windows app.

Manage ProConnect documents from your PC/Mac

The TaxDome Drive allows you to access ProConnect files directly from your desktop as if they were on your C:/ drive. Working with client documents has never been easier.

Top-notch client service

Implementation & team training included

Personalized support and assistance to ensure your firm’s success. Learning a 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
  • Screen-sharing
  • Premium support
  • Free advanced team training
Implementation & team training included

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 ProConnect to TaxDome?

TaxDome provides a user friendly import tool.

What is the process of getting docs from ProConnect 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.