TaxDome and Lacerte software integration

Integrations

TaxDome and Lacerte Software Integration

Simply move and print Lacerte files in TaxDome.

Our clients' experience speaks for itself

"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."

Our clients' experience speaks for itself

"The seamless integration of client portals, automated workflows, and e-signature capabilities saves me hours of administrative work every week."

Our clients' experience speaks for itself

"Easy to use and integrates with my tax software with no issues."

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TaxDome integrates with Lacerte for efficient document management

Print Lacerte tax returns directly into your TaxDome portal

Simple way of sharing documents

Establish a new, easy document flow using the TaxDome Windows app. Print and save files from Lacerte to TaxDome.

Access Lacerte client documents from your PC/Mac

You don’t need to store your firm docs on the local drive, the TaxDome Drive does it for you. Manage all Lacerte files as if they were PDFs on your computer.

Frequently asked questions

What does the TaxDome integration with Lacerte do?

The TaxDome + Lacerte integration lets you automatically import clients from Lacerte into TaxDome. It helps keep your contact info up-to-date and eliminates the need to manually re-enter data.

How do I connect Lacerte with TaxDome?

You’ll use TaxDome’s desktop sync tool. Once installed, you can quickly import clients from Lacerte.

Is the Lacerte integration included in my TaxDome subscription?

Yes — there are no extra fees. This feature is included in all TaxDome plans.

Is there a way to maintain the clients list updated in TaxDome?

Using any tax software for your tax practice, you can upload your clients using the TaxDome import tool.

Which integrations with tax softwares do TaxDome have?

You can use TaxDome with any tax program: Drake, UltraTax, Lacerte, CCH, TaxWise, ProSeries, etc. Contacts are exported from those programs, then all files are simply imported or printed from your to TaxDome via the desktop application. So, TaxDome acts like a printer on your PC.

Which steps are required to transfer information from my tax management system to TaxDome?

Documents become available to your clients as soon as you scan and print them from your tax software to TaxDome. TaxDome supports a lot of tax software, no doubt it integrates and works correctly.

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If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

TaxDome and Lacerte Software Integration

Print Lacerte tax returns directly into your TaxDome portal

Simple way of sharing documents

Access Lacerte client documents from your PC/Mac

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