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ProSeries Document Management

Save money. Save space. More choice.

Choose between two document management systems to help you go paperless and improve efficiencies in your tax preparation workflow. Both are seamlessly integrated with Intuit ProSeries Tax. They give you the ability to quickly and easily capture, manage and share almost any type of client information. 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.

Document Management System

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 ProSeries integrations

Extend the functionality of your ProSeries professional tax preparation software with these timesaving tools.

Tax Import

Professional only

Client Organizer

Professional only