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TaxDome + TaxSlayer Software Integration

Copy and print TaxSlayer documents straight to TaxDome

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TaxDome + TaxSlayer Software Integration
Matt Metras,

I was looking for a CRM tool, and my practice was scattered across many platforms. It was hard to keep my workflow organized, to know what was due when and what work streams were in process. Now I spend 90 percent of my time on the pipeline screen. It’s the biggest time-saver!

Matt Metras,

founder of MDM Financial Services

TaxDome integrations

TaxDome integrates with TaxSlayer for efficient document management

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

TaxDome crm integration with TaxSlayer helps you keep client's data in one place

TaxDome Windows app helps you run your tax business significantly. They allow you to print and save files from TaxSlayer to TaxDome. Just imagine — the process is as easy and simple as you print a PDF on your printer.

Transport TaxSlayer documents from your PC/Mac

Keeping firm documents safe is possible with the TaxDome Drive. Save your clients time with a user friendly tool which provides access to files straight from the TaxDome PC app.

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 TaxSlayer to TaxDome?

TaxDome provides a user friendly import tool.

What is the process of getting docs from TaxSlayer 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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