ProSeries DMS

ProSeries DMS (Document Management System) is a software solution developed by Intuit that helps tax professionals streamline their document management and storage processes.

Some of the key features of ProSeries DMS include document scanning, secure cloud storage, version control, customizable document indexing, and workflow automation.

ProSeries DMS allows tax professionals to scan physical documents directly into the system. It provides options for batch scanning, image enhancement, and OCR (Optical Character Recognition) for text recognition.

Yes, ProSeries DMS is a cloud-based solution. It securely stores documents in the cloud, allowing tax professionals to access their documents from anywhere with an internet connection.

Yes, ProSeries DMS is designed to handle large volumes of documents. It has robust storage capabilities and offers options for scalable storage plans to accommodate growing needs.

Yes, ProSeries DMS complies with industry-standard security protocols. It employs encryption, access controls, audit trails, and regular data backups to ensure the privacy and integrity of stored documents.

Yes, ProSeries DMS can integrate seamlessly with Intuit's other tax software solutions, such as ProSeries Tax or Lacerte, to enhance the overall tax preparation and management workflow.

Yes, ProSeries DMS is designed to be user-friendly. It offers an intuitive interface, easy document search and retrieval options, and customizable settings to adapt to individual preferences.

The system requirements for using ProSeries DMS may vary depending on the specific version or deployment option. It is recommended to check Intuit's documentation or contact their support for the latest system requirements.

Intuit provides various support options for ProSeries DMS, including phone support, online knowledge base, community forums, and live chat. They also offer training resources to help users maximize the benefits of the software.