Your DMS is a strategic asset, not just a tool.

Whether you’re transitioning to ProConnect™ Tax and need an integrated Document Management System (DMS) or seeking a better solution to pair with Intuit® Lacerte or ProSeries, now is the time to reimagine what a DMS can offer your accounting firm. You see, a DMS is not just a filing cabinet.

The right DMS will impact your entire practice, helping you achieve things you may have thought impossible:

   • Operations: Save hours per tax return through automated workflows
   • Accuracy: Dramatically reduce errors with automatic document routing
   • Scalability: Grow your practice effortlessly without technology bottlenecks
   • Access 24/7: Cloud-based DMS solutions mean on-the-go access
   • Work-Life Balance: Achieve a thriving firm that operates smoothly even if you’re away
   • Security and Compliance: Keep data safe in compliance with industry regulations
   • Client Satisfaction: Enhance client experience with a modern, secure portal 

Download this exclusive eBook and be better equipped to choose a DMS that truly meets your firm's needs both now and in the future.