Save time and office space with this tax document management system. Easily store and retrieve electronic documents on your PC, so you don't have to waste time or space storing hard copies of client documents in filing cabinets.
ProSeries Document Management System is available as an integrated add-on solution for Professional Edition or stand-alone. It includes:
- Toll-free U.S.-based technical support
- Service and delivery
Main Features :
- Scan source documents (W-2s, 1099s, etc) directly into a client's tax document management system folder
- Send tax returns and plans directly into a client's DMS folder
- Send documents from most applications to DMS using the DMS print driver
- Retrieve documents without searching through office filing cabinets
- Email and fax documents directly from the DMS program
- Establish subfolders for each client's tax document management system folder
- Save and launch files from nearly any Microsoft Windows-based program
- Track client notes, tasks or events using the DMS program
- Easily back up or archive documents
- Password-protect your client's folders and the DMS client database
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