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
Set up efficient document management with software interoperability
Print ProConnect tax returns directly into TaxDome
Quickly share files via ProConnect and TaxDome
Manage ProConnect documents from your PC/Mac
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.
“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.”