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TaxDome + TaxSlayer Software Integration

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!

Matt Metras

Founder of MDM Financial Services

TaxDome crm integration with taxslayer helps you keep client's data in one place TaxDome crm integration with taxslayer helps you keep client's data in one place

Smooth Your Accounting Document Automation With the TaxDome + TaxSlayer Integration

TaxDome Windows and Mac apps 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.

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 which provides access to files straight from the TaxDome PC/Mac app.

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.

TaxDome is the best project management system with free support and training sessions

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 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.