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TaxDome + Lacerte Software Integration
Simply move and print Lacerte files in TaxDome
TaxDome provided ALL the features needed for true practice management and some for a lesser price. The flat fee for all functions was a huge factor in switching for me.
Simple Way Of Sharing Documents Between TaxDome & Lacerte
Establish a new, easy document flow using TaxDome Windows app. Print and save files from Lacerte to TaxDome.
Access Lacerte Client Documents From Your PC
You don’t need to store your firm docs on the local drive, the TaxDome Drive does it for you. Manage all Lacerte files as if they were PDFs on your computer.
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.
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 Lacerte to TaxDome?
TaxDome provides a user friendly import tool. -
What is the process of getting docs from Lacerte 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.
