Integrations

TaxDome + TaxSlayer Software Integration

Copy and print TaxSlayer documents straight to TaxDome.

Efficient document management

Print TaxSlayer tax returns directly to your TaxDome practice management system

Transport TaxSlayer documents from your PC/Mac

Keeping firm documents safe is possible with the TaxDome Drive. Save your clients time with a user-friendly tool that provides access to files straight from the TaxDome PC app.

Keep client’s data in one place

TaxDome Windows app helps you run your tax business significantly. They allow you to print and save files from TaxSlayer to TaxDome. Just imagine — the process is as easy and simple as you print a PDF on your printer.

Our client experience speaks for itself

I was looking for a CRM tool, and my practice was scattered across many platforms. Now I spend 90 percent of my time on the pipeline screen. TaxDome is the biggest time-saver!

Our client 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 client experience speaks for itself

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

Readers Choice

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Small Business Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Users Love Us, G2 Award
TaxDome – High Performer Americas, G2 Winter 2024
TaxDome – Small Business Leader Americas, G2 Winter 2024

Frequently asked questions

What is TaxSlayer, and how does it integrate with TaxDome?

TaxSlayer is a tax preparation software. Integrating it with TaxDome allows you to streamline your workflow by printing and saving documents directly from TaxSlayer to TaxDome using the TaxDome Desktop App.

How do I transfer tax returns from TaxSlayer to TaxDome?

Install the TaxDome Desktop App, which functions as a virtual printer. When you print a tax return in TaxSlayer, select the TaxDome printer to save the document directly into your TaxDome account.

Can I import my client list from TaxSlayer into TaxDome?

Yes. Export your client list from TaxSlayer as a CSV file, then import it into TaxDome using the ‘Import’ feature under the ‘Clients’ sectio.

Is the integration secure for handling sensitive client data?

Absolutely. TaxDome employs bank-level encryption and is SOC 2 Type II certified, ensuring your clients’ data is protected during transfer and storage. Learn more about TaxDome security measures.

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 TaxSlayer to TaxDome?

TaxDome provides a user-friendly import tool.

What is the process of getting docs from TaxSlayer 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.

See TaxDome in action with a free demo
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.
350+ companies surveyed: How business clients choose accountants and what they're willing to pay.
Download the report
Download the security guide to learn how to protect client data and build lasting trust.
Get the quide
Discover how a team of 10 with 1,000+ clients achieved 5-star loyalty.
Read the story