Buy Now:
ProSeries Document Management System
ProSeries Document Management System
Special Scanner Offers - 25%+ OFF
Through a special deal with Fujitsu, ProSeries is able to provide ProSeries customers exceptional discounts on various models of top performing scanners.
Call 800-934-1040 to purchase.
ProSeries Document Management System
Save time and office space with ProSeries 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
Evaluate DMS
Save Money on the Cost of Paper, Toner & Storage
- 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
Save Time by Streamlining Your Workflow
- 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
Keep Your Data Secure
- Easily back up or archive documents
- Password-protect your client's folders and the DMS client database
