DMS Issue
Can't export client to DMS
Can't export client to DMS
Why cant we export to DMS? I'm coming from TR (Ultra Tax and File Cabinet) and I did have this capability. I was told by my Intuit sales person DMS works EXACTLLY the same.......
You can export from the tax program to DMS. Just highlight the client in Lacerte, and click the DMS icon. It's much more productive to import them into DMS rather than pushing them from Lacerte. See slide 4 of this video