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TaxDome + ProConnect Software Integration
Print and save ProConnect files directly to TaxDome
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.
Efficient Practice Management With the TaxDome + ProConnect integration
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
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.
White-glove Support &
Training Sessions Included
Personalised 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.
Frequently Asked Questions
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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.
