Lacerte® Document Management

Save Money. Save Space. More Choice.

Now you can choose from two document management systems to help you go paperless and improve efficiencies in your tax preparation workflow. Both are seamlessly integrated with Intuit ProConnect Lacerte. Each gives you the ability to quickly and easily capture, manage and share almost any type of client information. Both sold separately.


Enjoy the convenience and security of anytime, anywhere access to this cloud-based document management system.

  • Access files from any computer, browser, or mobile device.
  • Custom branded portal for file sharing with clients.
  • Customizable folder and email templates help you streamline client onboarding.
  • Work the way you want – desktop apps and an online portal are available.
See it in action

Document Management System (DMS)

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

  • Documents are stored on your local hard drive.
  • View, edit, fax or email information instantly from your PC.
$423 Buy now