A ProSeries DMS Alternative and Replacement that Doesn't Force You into the Cloud
With Intuit's announcement that they'd discontinued ProSeries DMS, thousands of angry firms thought that they had no alternative but to move their client data to the Cloud. But is there an alternative to ProSeries DMS that doesn't require you to use the Cloud? Absolutely. And the alternative is FileCenter.
In this article, we'll cover some key comparisons and show you why we recommend FileCenter.
ProSeries DMS Alternative and Replacement Summary
- Retain the PDF support you enjoyed in ProSeries DMS, and gain even more PDF power
- Don't think you have to get locked into a database again
- Contrary to what Intuit says, you can make the Cloud optional
- Jump to our recommendation »
Does FileCenter integrate with Lacerte Tax Software?
Can I bring my Lacerte clients into FileCenter?
Can I still print PDFs from Lacerte to my client folders?
Yes, yes, and yes. FileCenter integrates seamlessly with Lacerte so that PDFs will save under your clients. FileCenter also includes its own PDF printer so you can store anything as a PDF.
FileCenter even goes a step further. It lets you store any file from almost any program. Do you want to save Word documents or Excel spreadsheets in your client folders? FileCenter integrates with those programs too ... and hundreds of others. Learn More »
Retain the PDF Support You Enjoyed in ProSeries DMS!
As a forms-driven practice, you rely heavily on being able to generate PDFs in Lacerte and save them out to your client files. But now that you're replacing ProSeries DMS, do you have to give up that ability? By no means. Replacing ProSeries DMS shouldn't mean giving up important features like the ability to smoothly store PDFs in your client files. FileCenter includes a PDF print driver that integrates seamlessly with Lacerte. Print reports to PDF and save them to your client files in an organizational structure that mimics a file cabinet. Better still, FileCenter includes a PDF editor right in its interface. View and annotate those PDF files. And enjoy a whole assortment of PDF tools to help you combine, split, and manipulate PDFs.
Don't Get Locked Into a Database Again
Most paperless document management software options you'll consider to replace ProSeries DMS will store your files in a database. By now, hopefully you see the pitfall of that approach. A database, like ProSeries DMS used, essentially locks up your files and makes them inaccessible from outside. And if you ever decide to replace your DMS, you're left trying to figure out how to extract all of your valuable client files from the database. FileCenter takes a different approach. It organizes your files in regular Windows folders, guaranteeing you perpetual access. The interface itself gives you a superior organizational layout, driven by clients. You will always have total access to your client data, inside of FileCenter or outside of it. Choose a ProSeries DMS replacement that guarantees you total access to your files!
Make the Cloud Optional
Many former ProSeries DMS users feel like they're being pressured to move all of their critical client files to the Cloud, a move that many are reluctant to make, especially considering the confidential, sensitive nature of their client data. Time has shown that cloud-based solutions are slow, and if internet connectivity fails, all access to your files fails with it. A far better solution: keep your client files on your own PC, and if you want Cloud access, synchronize your files with the Cloud through a service like Dropbox, Google Drive, or OneDrive. FileCenter works seamlessly in this scenario. Keep your files local, and guarantee your access.
FileCenter: The Ideal ProSeries DMS Alternative and Replacement
Many former ProSeries DMS users are migrating to FileCenter. Why? They appreciate FileCenter's simple, intuitive layout and client-centric approach. And because most of these users come from paper-intensive offices, they enjoy FileCenter's easy scanning features which allow them to go from paper to fully searchable PDF in just a mouseclick, filing it away at the same time. Users also appreciate being able to store files from any program, like Excel spreadsheets, Word files, and even email. Get a ProSeries DMS alternative and replacement that meets professional needs with professional features! Download a free trial today.