What is the advantage of using DMS over printing to PDF?
• Automation: DMS allows you to associate files and documents with specific client folders. Also, with DMS, you can automatically import all clients from Lacerte tax programs into DMS all at once. This eliminates having to set up each client’s folder and subfolders. We provide you with the ability to configure a folder template that can be applied to each client that is added to DMS, making it easy to create a consistent folder structure that you control. If you need to add or remove a particular folder or subfolder at a later time, you have the option to add or remove folders and subfolders for one client or all clients. • Security: DMS has several security features to help protect your documents. You can enable or restrict each user’s rights to do things like delete or edit documents, delete clients, etc. You can also password-protect client folders or even specific PDF files in DMS. • Categories and Filters: DMS lets you create custom categories for clients and documents (such as co