Copy and print TaxSlayer documents straight to TaxDome
I was looking for a CRM tool, and my practice was scattered across many platforms. It was hard to keep my workflow organized, to know what was due when and what work streams were in process. Now I spend 90 percent of my time on the pipeline screen. It’s the biggest time-saver!
TaxDome Windows app help 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.
Keeping firm documents safe is possible with the TaxDome Drive. Save your clients time with a user friendly tool which provides access to files straight from the TaxDome PC app.
Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
Available in the Pro plan.