TaxDome + ProSeries
integration
Print & transfer ProSeries files right 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.
Document flow has never
been easier: TaxDome+
ProSeries integration is
introduced
Simplify your daily document sharing routine with TaxDome Windows and Mac apps. 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/Mac
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.
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
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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 ProSeries 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.
