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Integrations overview

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

Integrations overview
Greg Bayramian,

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.

Enrolled agent

Brittnie E.,

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.

Enrolled agent

Nicholas R.,

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.

Enrolled agent

Joe Bourque,

The client portal, workflows, email integration, billing, and all the automated tasks have helped me get organized for this tax season. My clients are already telling me how nice the client portal looks. It also integrates well with Drake software. The staff has been incredibly responsive as well!

Enrolled agent

Connect TaxDome with the apps you love

Integrate with payment providers, tax programs, schedulers and other apps to create a seamless flow of data

Tax & bookkeeping programs

Tax & bookkeeping programs

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

Email sync

Email sync

Boost productivity and foster team collaboration by allowing your team to work in a single mailbox with a shared overview of all email threads. Never miss a beat: instantly create tasks from emails and keep a record of all emails from any member of your staff. Get started

Office 365
Gmail
Outlook
iCloud
yahoo!
IMAP
QuickBooks Online integration

QuickBooks Online

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

 

When you connect QuickBooks Online with TaxDome, you’ll be able to access payment details from your QuickBooks account. These details include the transaction date, the payment status, and information on services included in the invoice. Get started

Payment providers

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. Get started

Integrations with other business tools

IRS transcripts

TaxDome has an official integration with the IRS, enabling users to request transcripts directly from the TaxDome interface. Access your clients’ essential financial information in one secure platform. Get started

logo IRS

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 & more. Get started

Cloud tax hosting providers

Integrate TaxDome with Schedulers

Let your clients book appointments with your team directly from your custom- branded portal by integrating your favorite scheduler. Get started

Schedulers

Sync data with data storage and spreadsheets

Organize new or updated firm contacts from TaxDome into folders on cloud storage apps. Add new contacts from Sheets to TaxDome and vice versa. Get started

Storage and spreadsheet

Connect to thousands of apps

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.

Zapier

Top-notch client service

Implementation & team training included

Personalized support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Screen-sharing
  • Premium support
  • Free advanced team training
Implementation & team training included
Looking to boost your firm's profitability and efficiency?

Looking to boost your firm's profitability and efficiency?

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Your concerns, answered

Frequently asked questions

Does TaxDome integrate with QuickBooks Online?

Yes, TaxDome has a native integration with QuickBooks Online.

Do you integrate with tax programs?

TaxDome integrates with all tax programs through our desktop drive.