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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.
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.
