How to Scan in Lacerte DMS or ProSeries DMS | Step-by-Step Guide

Managing client documents efficiently is a key part of every accounting and tax professional’s workflow — and that’s where Lacerte DMS (Document Management System) and ProSeries DMS come in. These powerful tools by Intuit are designed to help users digitize, organize, and store important tax documents directly within their tax software.

Whether you’re scanning source documents, client forms, or signed returns, using the built-in Scan feature in Lacerte or ProSeries DMS allows you to import documents quickly and keep them securely organized. With just a few simple steps, you can connect your TWAIN-compliant scanner, scan files at optimal quality, rename and categorize them, and store them in the correct client folder for instant access.

Since both Lacerte and ProSeries are desktop-based applications, many professionals prefer using Lacerte Hosting or ProSeries Hosting to access these programs remotely on the cloud. Hosting allows you to scan, save, and manage client documents in DMS from any location, without worrying about local storage limits or system compatibility.

In this guide, we’ll walk you through the step-by-step process to scan and save documents in Lacerte DMS or ProSeries DMS, ensuring your files are accurate, clear, and easy to retrieve whenever needed.

Steps to Scan in Lacerte DMS or ProSeries DMS

1. Select Scan from the Document and choose the drop Down menu or Scan on the toolbar to open the Scan Documents window.
2. Under scanner properties, select a TWAIN-compliant scanner. [TWAIN] and the scanner’s name will appear on a TWAIN-compliant scanner. It is not compliant if it contains WIA or [WIA].
3. Choose whether to display custom scan properties before scanning or to scan using these scan properties. For clear scans, we recommend 300 DPI.
4. Select Scan, once the document is in the scanner.
5. Use the Page Management feature to remove or rearrange the pages after the document has been scanned.
6. Give the file a name in the Save Document section (you can either give it a new name or select from a list).
7. If the current location is correct, choose another one to proceed to the next step. Simply select the right location if it needs to be altered.
8. Select the customer and folder you want to save the document in from the list of clients and folders.
9. Choose OK.
10. Select Save once you’ve double-checked that everything is in order.
11. If you have more papers, go back to Step 3 and continue. If you are done, tap on the ‘Close’ button. 

Your document should now be in DMS. By going to the client and location where you directed it, you should now be able to view the file.

Conclusion

Scanning documents directly into Lacerte DMS or ProSeries DMS streamlines your document management process and keeps your client records organized in one central location. By following the steps outlined above, from choosing a TWAIN-compliant scanner to saving documents in the right client folder,  you can ensure all your files are securely stored and easily accessible within your tax software.

With this efficient workflow, you’ll reduce paper clutter, save time, and maintain a more structured, professional document management system. Whether you’re handling hundreds of client files or just a few, Lacerte and ProSeries DMS make it simple to stay organized and productive throughout the tax season.