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$790 ($630 Initial License Fee + $160 Maintenance Fee)
$160 maintenance fee paid in subsequent years* |
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Document Management System
Store files electronically with a Tax Document Management System.
Lacerte® Tax Document Management System is the easy, affordable way to help you reduce operating costs, improve service and help protect your firm from risk. Store client files electronically and access them instantly right from your PC. See it in Action
$160 maintenance fee paid in subsequent years*
"Adding Lacerte DMS to my office for the past two years has been the most useful addition to my office since the computer and the copy machine were invented. I am better organized, my work is easier and my clients love the fact that I can provide them copies of all the documents we used to do their work with a touch of a button. But best of all, my answer to my client's question, 'Where did you get that number on my return?' is now just a mouse-click away."
William Murray, Certified Financial Planner
What you can do with Tax Document Management System:
- Lower operating costs by reducing the need for printing, filing and re-filing.
- Store any type of client information-tax returns, letters and hand-written notes.
- Improve service. View, edit, fax, or e-mail information instantly from your PC.
- Manage documents from most any source including Microsoft® Office applications.
Help Protect Your Firm from Risk:
Storing business-critical data on paper leaves you vulnerable to data theft, flood, fire and other disasters that could cost millions. Dramatically reduce the risk with Lacerte DMS password protection and file access controls. Built-in backup tools let you maintain up-to-date copies of your entire database offsite, to keep your business running even when your office is shut down.
Getting Started with Lacerte DMS:
Lacerte makes the transition painless for your staff, transparent to clients and affordable to your budget. Instead of printing documents on paper, simply choose "DMS Printer" and the folder where you'd like to store the document. You can add additional documents directly from Lacerte Tax or Tax Planner, and scan paper documents into your database as PDF files.
More Lacerte Productivity Tools
- Help save time preparing client data for the tax return with Lacerte Trial Balance Utility
- Find virtually any tax form on demand using Lacerte Forms Library
- Reduce printing and mailing expenses with Lacerte e-Organizer
Also Explore
- Do more for your clients with Lacerte client service tools
- Simplify with Intuit's QuickBooks for accounting, write-up, and payrol
- Intuit's online hub for tax and accounting professionals featuring detailed product information, training, message boards, and more
DMS Trial is only available to customers who have not previously purchased or signed up for a previous DMS Trial.
