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Move to a Paperless Office: Save Time, Money and Space
Store files electronically with Document Management System.
Lacerte® 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.
"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 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
Get one-click access to up-to-date research with Lacerte Research Library
Find virtually any tax form on demand using Lacerte Forms Library
Reduce printing and mailing expenses with Lacerte e-Organizer
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DMS Trial is only available to customers who have not previously purchased or signed up for a previous DMS Trial.
