TaxDome integrations: Overview
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.
Integrations, explained
Using integrations, you can:
- Sync accounting data with QuickBooks Online or DATEV
- Accept credit card payments through Stripe or CPA Charge
- 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 |
|---|---|---|---|
| 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. | ✔ | ✔ |
| 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. | ✔ | — |
| CPA Charge | Accept credit card and ACH payments through CPA Charge, a payment processor designed for accounting firms. | ✔ | — |
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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