ProSeries DMS

ProSeries DMS by Intuit is a digital document management system designed for tax professionals to streamline their workflow and increase productivity. With this system, professionals can organize and store electronic documents, such as tax returns, client communications, and financial statements, in a centralized location.

The platform offers easy access and retrieval of documents by allowing users to search and sort through files using keywords or filters. It also offers secure document sharing features, enabling tax professionals to share necessary files with clients or colleagues without compromising sensitive information.

In addition, ProSeries DMS offers seamless integration with Intuit's ProConnect Tax software, allowing professionals to import tax return data directly from the document management system. This eliminates the need for manual data entry, saving time and reducing errors.

ProSeries DMS is a valuable tool for tax professionals who need to manage large volumes of electronic documents efficiently and securely.