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TaxDome integration

Practice management for tax and accounting firms, with a client portal, e-signature and billing. Connect TaxDome to OLODESK and use it in the apps and automations your business runs on.

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Industry software

Popular ways to use TaxDome

Start with one of these, or describe your own.

Client documents collected

Clients upload what you need in your portal, and it lands in TaxDome on their record.

Proposals that start the work

A signed proposal sets up the client and their first tasks in TaxDome.

Requests chased for you

Clients get a reminder by email or text until their documents arrive.

How to connect TaxDome

  1. Request TaxDome

    In your portal’s Integrations tab, press Request access next to TaxDome. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to TaxDome, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your TaxDome data in ChatGPT. AI on OLODESK

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TaxDome integration FAQ

Do I need my own TaxDome account?

Yes. You connect the TaxDome account your business already uses.

Which plans include the TaxDome integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one TaxDome account?

Yes. Connect as many as you need and choose which one each system uses.

Put TaxDome to work

Start your Free trial, then request TaxDome on Business Starter or Business Pro.

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