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TaxDome + ProSeries Software Integration
Print & transfer ProSeries files right to TaxDome
TaxDome looks so much nicer than other portals we’ve used in the past. Having clients actually use a portal that they like is really helpful for our brand.
Document Flow Has Never Been Easier: TaxDome + ProSeries Integration Is Introduced
Simplify your daily document sharing routine with TaxDome Windows app. 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
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.
White-glove Support &
Training Sessions Included
Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
- Knowledge base
- Webinars
- Community
- Screen-sharing
- Premium support*
- Free advanced team training*
Available in the Pro plan.
Frequently Asked Questions
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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 Drake 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.
