Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I download and install the DMS or Document Management System

lmoninger
Level 1

I am a new user of ProSeries. I am trying to figure out how to download and install the Document Management System.

0 Cheers
3 Comments 3
dascpa
Level 12

Really? With 11 days until the deadline you are just starting this now? First off, did you purchase it? If so you can go to your account at myproseries.com and all of your purchased programs will be there.  I have used SmartVault for many years and it integrates well with ProSeries.

George4Tacks
Level 15
IntuitKate
Moderator
Moderator

Hi @lmoninger Welcome to the Community!  The help article George shared should get you started.  For any other questions you have or any issues you run into you can always connect with ProSeries Support.

0 Cheers