Connect with third-party tools
TaxDome integrates with various third-party services to help you streamline your workflow, automate tasks, and enhance your practice management. The available integrations may vary depending on your region.
Explore connections
Pick a category to dive into.
Payments
Set up and manage payment processing with TaxDome Payments and Stripe.
Accounting & bookkeeping
Connect TaxDome to QuickBooks and DATEV to handle billing, bookkeeping, and accounting workflows.
Tax preparation
Connect TaxDome to Juno and IRS for automated data entry and tax workflow.
Client communication
Connect TaxDome to Calendly, Acuity, YouCanBookMe, Schedulista, and Twilio for scheduling and SMS.
Automation & data sync
Connect TaxDome to Zapier and Companies House for automation and data sync.
More integrations
Additional integrations including Rightworks and email-to-TaxDome from any application.
Integrations, explained
Using integrations, you can:
- Sync accounting data with QuickBooks Online or DATEV
- Accept credit card and ACH payments through TaxDome Payments or Stripe
- Automate tax preparation with Juno
- Let clients book appointments through Calendly or Acuity Scheduling
- Import transcripts and documents directly from the IRS
- Automate workflows by connecting TaxDome with other apps using Zapier
- and more…
Integrations are available in Settings > Integrations. Each integration requires separate setup and may require a third-party account.
Integrations by region
Available integrations vary by region. TaxDome operates in two regions: Global and European.
To identify your region, check your firm’s portal URL:
- If it doesn’t contain .eu (e.g., yourfirm.taxdome.com), you’re in the Global region
- If it contains .eu (e.g., yourfirm.eu.taxdome.com), you’re in the European region
Available integrations
TaxDome integrates with the following services:
Accounting & bookkeeping
| Integration | Description | Global | European |
|---|---|---|---|
| QuickBooks (Billing) | Sync invoices, payments, and expenses between TaxDome and QuickBooks Online. When you create an invoice in TaxDome, it automatically appears in QuickBooks. Client payments are recorded in both systems. | ✔ | — |
| QuickBooks (Bookkeeping) | Access your clients’ QuickBooks data directly from TaxDome to provide bookkeeping services. Review transactions, view bank connections, categorize expenses, and reconcile accounts. | ✔ | — |
| DATEV | Transfer client documents from TaxDome to DATEV Unternehmen, Germany’s leading tax consultancy and accounting platform. Streamline your workflow by connecting both systems. | ✔ | ✔ |
Payments
| Integration | Description | Global | European |
|---|---|---|---|
| TaxDome Payments | Accept credit card, ACH, SEPA direct debit, and bank payments. Clients can pay invoices directly from their portal. Payments are automatically recorded in TaxDome. | ✔ | — |
| Stripe | Accept credit card, ACH, SEPA direct debit, and bank payments. Clients can pay invoices directly from their portal. Payments are automatically recorded in TaxDome. | ✔ | ✔ |
Tax preparation
| Integration | Description | Global | European |
|---|---|---|---|
| Tax programs | Connect with TaxAct and other tax software. Install the TaxDome desktop app —it becomes a printer on your computer. Print directly from TaxAct to TaxDome without saving files manually. Also integrates with Lacerte, ProSeries, Drake, UltraTax CS, CCH Axcess, and more. | ✔ | — |
| IRS | Connect your IRS e-Services account to request client tax transcripts directly from TaxDome. Access the IRS Transcripts Delivery System (TDS) and automatically save documents to client accounts. | ✔ | — |
| Juno | Connect with Juno, an AI-powered tax preparation platform. Send client documents from TaxDome to Juno, which automatically extracts data from W-2s, 1099s, and Schedule C, then fills it directly into your tax software. | ✔ | — |
Client communication
| Integration | Description | Global | European |
|---|---|---|---|
| Third-party schedulers | Let clients book appointments directly from their TaxDome portal. TaxDome supports Calendly, Acuity Scheduling, YouCanBookMe, and Schedulista. | ✔ | ✔ |
| SMS (Twilio) | Send SMS notifications to clients in the United States and Canada. Automate appointment reminders, payment confirmations, and other urgent alerts. | ✔ | — |
Automation & data sync
| Integration | Description | Global | European |
|---|---|---|---|
| Zapier | Connect TaxDome with other applications and automate workflows. Sync TaxDome accounts and contacts with your favorite apps. Zapier allows apps without native integration to interact with each other. | ✔ | — |
| Companies House | Import client information automatically from Companies House, the UK’s public database. Add a company number, and data like company name, status, incorporation date, and addresses fills in automatically. Available for UK-registered firms only. | ✔ | — |
Tip
If you need an integration that’s not currently available, submit an idea . Check product updates regularly for announcements about new integrations.Was this article helpful?
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