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TaxDome + TaxAct Software Integration

Print and save documents directly from
TaxAct to TaxDome

Native Integration

TaxDome and TaxAct are proud to announce their partnership as of Jan 2021. Exciting integrations on the way!

The client tax portal market is a crowded space, but TaxDome is legitimately creating a product that stands apart from the rest of the competition in one way or another.

Dane Janas

Enrolled Agent from Boundless Tax

Easily integrate TaxDome's client portal with crm integration with taxact Easily integrate TaxDome's client portal with crm integration with taxact

Streamline Your Practice with TaxDome + TaxAct integration

TaxDome’s Windows desktop app allow you to easily integrate TaxDome into your processes. You can print directly to TaxDome from TaxAct, just like you would with any PDF.

Access TaxAct Client Files Directly From Your PC

TaxDome Drive allows you to access your firm’s documents from your computer as if they were on your local drive. Access your files quickly and easily.

Import Clients Directly From TaxAct to TaxDome

TaxAct has released an Export feature to help you add clients to TaxDome.

Save Documents From TaxAct Directly to TaxDome

Within TaxAct, print directly to TaxDome to send documents to your clients quickly.

White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • Can I import my client list directly from TaxAct?

    Yes! TaxAct has released an export feature to help you add clients to TaxDome.
  • Can I print client tax returns directly from TaxAct to TaxDome?

    Yes — TaxDome becomes a printer on your computer, so you can print directly from TaxAct to TaxDome, speeding up the delivery of your documents to your clients.
  • How are documents moved from my tax software to TaxDome?

    You scan and print all documents from TaxAct directly to TaxDome so that they’re available to the client—no more saving and uploading files manually.