How do you install Lacerte DMS?

Posted on by Muna Meyer

How do you install Lacerte DMS?

Follow these steps to download DMS:

  1. Login to My Account.
  2. Scroll down until you see DMS.
  3. Select Download 20YY.
  4. Select Download Document Management System.
  5. Select Download Now.
  6. You can select Run to begin the installation or select Save to save the installation file to your hard drive first.

What is DMS Lacerte?

Document Management System Store documents on your local hard drive. View, edit, fax, or email information instantly from your PC.

How do I download Lacerte 2019?

Step 1: Download and install the Lacerte Tool Hub

  1. Close Lacerte.
  2. Download the Lacerte Tool Hub Install file.
  3. Open the file you downloaded (lacertetoolhub_setup.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.

How do I manually update Lacerte?

Download updates from within Lacerte:

  1. Open Lacerte to the Client List.
  2. From the Tools menu choose Lacerte Updates…
  3. If updates are available, you’ll see a window containing a list of programs currently installed.
  4. Once the update is complete select Yes to close Lacerte and install the updates.

How much does Lacerte DMS cost?

Complete comparison

DMS SmartVault
$466/year Unlimited staff members Unlimited clients Starts at $480/year Unlimited storage Unlimited clients
Ability to save directly from Word, Excel, and Outlook ✔ ✔
Import client list from Lacerte
Import client list from Lacerte ✔ ✔

What is ProSeries DMS?

SmartVault and Document Management System | Intuit ProSeries. Protect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.

How do you use proforma in Lacerte?

Transferring some of your client data to the current tax year using the Proforma Wizard

  1. Open the previous year of Lacerte.
  2. From the Client menu, choose the Tax Type of the clients you need to transfer.
  3. From the Tools menu, choose Transfer Clients (Proforma to 2021).
  4. When the Proforma Wizard starts, select Next.

How do I change the firm address in ProSeries?

Change or update your primary email address for ProSeries

  1. Sign in to My Account.
  2. From your Account Details, under Firm Details, select Edit.
  3. To change your primary email, enter the correct email address into the Email field.
  4. Verify the phone numbers are correct while on this screen and update if necessary.

How do I change my preparer in Proconnect?

To change preparer information:

  1. Click Settings in the lower-left corner.
  2. Select Preparer Information.
  3. Click on the preparer name you want to edit.
  4. Edit the applicable information.
  5. Click Save.