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.
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.
for business pro
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.