Alternative to ProSeries DMS for Accountants
Intuit’s support of document management system functionality for ProSeries has wavered over the past several years. Understandably, accountants who have historically used the ProSeries DMS to store and manage client tax files have found themselves looking for a more stable alternative. eFileCabinet has helped hundreds of ProSeries users transition from the potentially unsupported DMS to our easy to use document management system, which is designed to integrate well with ProSeries tax software, and which is sure to be supported, maintained, and developed in the years to come.
If you are interested in switching from ProSeries DMS to eFileCabinet’s more stable and dynamic DMS, please call us or fill out the contact form to have us give you a call.
Call now: 877-574-5505
What You Should Know About eFileCabinet as an Alternative to ProSeries DMS
- Cloud/On-Premise: eFileCabinet is not a cloud-based only solution. We have two options available for accountants who want to switch from ProSeries DMS: cloud or on-premise (desktop) versions. The feature set across the two versions are very similar, and pricing is the same for both versions.
- Q: Can we print directly from Lacerte, QB, Microsoft Office and email to eFileCabinet?
A: Yes. Our company founder is an accountant and he created eFileCabinet to do this from early on in our 13 year history.
- File attachments can be dragged and dropped directly into eFileCabinet.
- Files can be exported easily into the Windows folder structure whenever you want. eFileCabinet doesn’t hold your files hostage like other DMS products. You can export out any time to have access to your files outside of eFileCabinet.
- The eFileCabinet alternative to ProSeries DMS includes CPA Practice Advisor’s #1-rated client portal, SecureDrawer, for free.
*Get CPA Practice Advisor’s #1-rated client portal,
SecureDrawer for free with the professional bundle.
Call Now: 877-574-5505
or email us at firstname.lastname@example.org
for more information!
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Weston Flamm, CPA
“I love the product, but most importantly I love the people. The entire process from purchase to implementation to continuing to learn has been easy and seamless.”
Catherine L. Ozment, CPA PLLC