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TaxDome + ProSeries Software Integration

Print & transfer ProSeries files right to TaxDome

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TaxDome + ProSeries Software Integration
Ethan Beberness,

TaxDome looks so much nicer than other portals we’ve used in the past. Having clients actually use a portal that they like is really helpful for our brand.

Ethan Beberness,

Specialist from Brooklyn FI Tax

TaxDome integrations

TaxDome integrates with ProSeries for efficient document management

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

TaxDome's clients outline how easy it is to use TaxDome CRM integration with ProSeries

Simplify your daily document sharing routine with TaxDome Windows app. Print and save documents from ProSeries to TaxDome. The integration is ready to be implemented into your practice.

ProSeries files are now quickly accessible from your PC/Mac

TaxDome Drive is the best and safest way for tax businesses to store and share files. The application simplifies your document flow in any case.

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 ProSeries to TaxDome?

TaxDome provides a user friendly import tool.

What is the process of getting docs from ProSeries 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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