Integrations Overview

Frequently Asked Questions

• Does TaxDome integrate with QuickBooks?

  Yes, TaxDome has a native integration with QuickBooks Online; however, we do not have a native integration with QuickBooks Desktop.

• Does TaxDome work in remote desktop environments?

  Yes, TaxDome partners with Verito and Right Networks to ensure TaxDome desktop apps and Virtual Drives operate seamlessly in managed cloud hosting environments.

• Do you integrate with tax programs?

  You can use TaxDome with any tax program you choose: TaxAct, Drake, UltraTax, Lacerte, CCH, TaxWise, ProSeries, etc. You can export contacts from the program and import them in TaxDome or print all documents from your tax software directly to TaxDome via the desktop app. Simply, we become a printer on your computer, so you can print from any software and put it on TaxDome.

• Does billing integrate with invoices sent through QuickBooks Online?

  Only invoices made through TaxDome are synced. However, you can always record manual payments from outside payment platforms.

• Can I accept payments on TaxDome?

  Definitely. You can create invoices inside TaxDome and accept payments as well. You can accept payments via credit cards or ACH. We utilize two vendors: Stripe and CPACharge (we’ll be adding more) and integrate with QuickBooks Online. When you create a bill, it will automatically flow to QuickBooks Online, and as soon as it is paid, the invoice will be automatically updated. In addition, your clients will be able to pay through their portal. Please see our help article for details on vendor processing fees.

• Are there additional fees to invoice and receive payments to clients?

  No, TaxDome does not charge any fees. You have unlimited contacts, clients, signatures, storage, and bills.

• Can I process credit cards manually over the phone or in the office?

  Yes, you can manually enter credit card details for a transaction.

• Can clients make prepayments?

  Yes, clients can make prepayments any time via a button on their client portal.

• Will a bill paid by EFT or credit card be automatically synced, as with QuickBooks Online?

  For now, we accept cards, both credit and debit. But ACH is in our development pipeline.

• Can I sync the whole history of emails into TaxDome?

  Yep! All email history with your contacts will be pulled in automatically. When you view a client account on TaxDome, prior correspondence between your team and the client will automatically populate.

• When I create an email in Outlook, does it go to TaxDome?

  The email will also appear on TaxDome if the email address is registered under the client account. This way you won’t be overloaded with messages not related to the client.

• Does it work with Zapier?

  Yes, you can easily sync your data via Zapier. For instance, create a new contact when a client books a call with you or sync all your contacts between spreadsheets, CRM, mailing lists, etc.