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Document management

For Intuit ProSeries Tax and Intuit Lacerte Tax

Quickly and easily capture, manage, and share almost any type of client information. Choose between two document management systems, which seamlessly integrate with your tax prep workflow. Each sold separately.

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Store documents safely in the cloud, so you can access them anytime, anywhere.

  • Access files from any computer, browser, or mobile device.
  • Custom-brand your portal for file sharing with clients.
  • Customize folders and email templates to help you streamline client onboarding.
  • Work the way you want–desktop apps and an online portal are available.

Starting at


for business pro

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Document Management System (DMS)

Work more efficiently by scanning and storing source documents and client returns.

  • Store documents on your local hard drive.
  • View, edit, fax, or email information instantly from your PC.


Additional professional tax software integrations

Extend the functionality of your professional tax preparation software with these time-saving tools.

Intuit Tax Advisor

Available for:
ProConnect  Lacerte

The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.


Available for:
Lacerte  ProSeries

Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.


Available for:
ProConnect  Lacerte  ProSeries

Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.

Stay organized all year with Document management system