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Is there a link from the Lacerte Tax program to DMS?

DMS Lacerte link program tax
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Is there a link from the Lacerte Tax program to DMS?

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Yes, there is a DMS icon located in the Lacerte tax program. If you are in a client file in the Lacerte tax program, click on the DMS icon; DMS will launch and take you directly to that client’s folder in DMS.

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