Upgrade from Intuit DMS: Your Checklist for Choosing the Right DMS Replacement
Intuit DMS may just be a digital filing cabinet. But a modern document management system is so much more.
Share:
Replacing Intuit DMS isn’t just about swapping technology–it’s about reimagining what a document management system (DMS) can offer your firm.
The right DMS will impact all areas of your firm, helping you achieve things you may have thought impossible. Increasing clients and profitability while working less hours? Possible. Going to your kid’s baseball games during busy season? Possible. Saving thousands of dollars annually by eliminating manual tasks and consolidating your tech stack? Possible.
Whether you’re transitioning to ProConnect™ Tax and need a DMS or you’re seeking a better solution to pair with Intuit® Lacerte or ProSeries, this free checklist will guide you through the key features and capabilities to consider when evaluating options.
In this free eBook, you will:
- Uncover the must-have features of a modern, cloud-based DMS
- Master how to build a scalable, efficient tax prep workflow that integrates seamlessly with Intuit products
- Explore real-world success stories from firms that have upgraded and transformed their practices
- Objectively evaluate your options and make the best choice for your firm
