Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Level 1

Clould document management systmes that intgreat with lacerte

We are using DMS as our document management in our firm. I’m looking for a Cloud one that integrate with lacerte. Any suggestion? Not fan of SmartVault. Thanks!

2 Comments
Level 7

Clould document management systmes that intgreat with lacerte

Hey @RA1 - welcome to QB Community! Here's a presentation from our QB Connect event last November that you might find helpful: 

 

Transitioning Desktop Tax Workflow to the Cloud

 

@Anonymous, @MariPullen any thoughts?

Anonymous
Not applicable

Clould document management systmes that intgreat with lacerte

Hi @RA1

 

I completely understand. I am a 100% cloud based practice. I utilize QuickBooks Online and Proconnect Online Tax. Both of these environments allow me to attach my supporting documents directly to the transaction. In the event there is a request for any information I can navigate to the item effortlessly. 

 

I am also a huge fan of LedgerSync which allows me to retrieve the bank statements and checks of each of my clients. 

 

However, for my engagement letters and other documentation I utilize Google suite: drive, powerpoint, excel, and word all at my fingertips. Since I change my passwords so frequently I feel confident that my documents are secured AND I can access from anywhere.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us