Integrations Overview

Automate your workflow to run your firm more efficiently. Connect TaxDome with your favorite tax programs, schedulers, payment providers & more!

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TaxDome is practice management software for accountants integrated with your favorite tools

We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed, and everything is in one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.

Greg Bayramian

Enrolled Agent
I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the email as tasks feature! I don’t have to search through my emails to find client stuff anymore — it makes my work life so much more streamlined.

Brittnie E.

EA, Eiden Tax & Accounting
I love that everything for managing clients, file sharing, gathering and requesting documents, and the smart email inbox is all in one place. I have been using a number of solutions that don’t integrate thoroughly to achieve these things, and finally I can have all these features in one place at a fair price.

Nicholas R.

Enrolled Agent

Tax & Bookkeeping
Programs

Streamline your accounting and bookkeeping practice: Use TaxDome to share documents with your clients and obtain their signatures.

Your clients can review & and sign documents on your white-labeled client portal—from desktop or mobile devices.

QuickBooks Online

All payments and invoices created through TaxDome will automatically sync with QBO.

TaxDome is cpa software practice management integrated with Quickbooks Online

Online Payment Providers

Reduce clicks & logins to remember for your clients. Your clients can pay invoices in the same portal where they upload and sign docs, exchange secure messages, and more.

TaxDome helps you protect your hard work with the ability to lock documents to bills. Your clients will not be able to download or print documents until payment is settled.

More about Payment Processors

TaxDome is a suite of practice management tools for accountants integrated with Stripe and CPACharge

Email Sync

Stay on top of things without being overloaded by tons of emails in your inbox. TaxDome’s Email Sync will carefully organize emails to and from clients in their TaxDome account and autosave attachments.

Never miss a beat: instantly create tasks from emails and keep a record of all emails from any member of your staff.

More about Email Sync

TaxDome is a tax practice management platform integrated with your email provider.

Schedulers

Provide an excellent client experience — let your clients book appointments with your team directly from your custom- branded portal by integrating your favorite scheduler.

More about Schedulers

TaxDome is accounting firm practice management software that integrates with your favorite scheduler

Zapier

Connect TaxDome to 2000+ apps such as cloud accounting solutions, sales and marketing tools and more with Zapier.

Automate your practice: Add prospects to TaxDome when they book a call with you, sync data between spreadsheets or even update your mailing list without lifting a finger.

More about Zapier integration

TaxDome is an accounting practice management solution that allows you integrate apps through Zapier

Cloud Tax
Hosting Providers

Manage accounting operations and utilize TaxDome on a managed cloud with our authorized hosting providers. Secure and fast access to your documents, clients, projects across TaxDome and more.

More about Verito More about Right Networks

TaxDome is practice management software for cpa firms that runs on a managed cloud

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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

Does TaxDome integrate with QuickBooks?

Yes, TaxDome has a native integration with QBO; however, we do not have a native integration with QBDT.
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 QBO. When you create a bill, it will automatically flow to QBO, 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 QBO?

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.

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