Integrations

Print ProConnect files directly to your TaxDome portal

Bridge the gap between ProConnect and TaxDome for streamlined document management.

Our clients' experience speaks for itself

"In prior systems, we had issues where clients would say they uploaded documents, but then we couldn’t find them. With TaxDome, client feedback so far has been great."

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."

Winner Comprehensive Firm Workflow Solution

Set up efficient document management with software interoperability

Print ProConnect tax returns directly into TaxDome

Quickly share files via ProConnect and TaxDome

Incorporate an easy-to-use document sharing into your practice: print and save documents from ProConnect to TaxDome using the TaxDome Windows app.

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 drive. Working with client documents has never been easier.

Frequently asked questions

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 programs listed above, then send them to TaxDome, or print all files from your tax software directly on 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.

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Print ProConnect files directly to your TaxDome portal

Print ProConnect tax returns directly into TaxDome

Quickly share files via ProConnect and TaxDome

Manage ProConnect documents from your PC/Mac

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Frequently asked questions