Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 
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Document Management Solutions

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.

For Intuit ProSeries Tax and Intuit Lacerte Tax

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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-branded client portal for file sharing with clients.
  • Customizable folder and email templates to help you streamline your document workflow.
  • Unlimited storage and unlimited clients.
  • Bank-level security and variable access rights to ensure compliance.
  • Unlimited eSignatures and KBAs*

Starting at

$45 per user/mo

billed annually (2 user minimum)

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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

Included with:
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