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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!

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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?

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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.

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