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TaxDome + ProSeries Software Integration

Print & transfer ProSeries files right to TaxDome

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

Document Flow Has Never Been Easier: TaxDome + ProSeries Integration Is Introduced

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

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.

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

  • 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.