TaxDome + ProConnect
integration
Print and save ProConnect files directly to 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.
Efficient practice
management with the
TaxDome+ ProConnect integration
Incorporate an easy to use docusharing into your practice: Print and save documents from ProConnect to TaxDome using the TaxDome Windows and Mac apps.
Manage ProConnect
documents from your
PC/Mac
The TaxDome Drive allows you to access ProConnect files directly from your desktop as if they were on your C:/ drive. Working with client documents has never been easier.
Unlimited, 1:1
white-glove support
Unlimited phone and chat support and one-on-one onboarding sessions with screen-sharing — at no extra cost.
Domande frequenti
-
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 ProConnect to TaxDome?
TaxDome provides a user friendly import tool. -
What is the process of getting docs from ProConnect to TaxDome?
Just click print. TaxDome becomes a printer on your computer, so you can print the tax return directly from ProConnect 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.
