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joe1613
Level 1
May 10, 2022
Question

Does DMS support using Microsoft Office 365 64 bit

  • May 10, 2022
  • 2 replies
  • 14 views
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2 replies

George4Tacks
George4Tacks
Level 15
May 10, 2022

I do not know for sure, but my guess is yes - If Microsoft 365 is your default for whatever you are storing in DMS. DMS is primarily pdf for copies of returns, but you can save word and excel files in it as well. 

Answers are easy. Questions are hard!
User_61
User_61
Level 7
May 17, 2022

I couldn't find specific mention in Intuit ProConnect Community re: Microsoft Office version, but he is a link from Thomson presume similar requirements. Seems Thomson (Ultra Tax) requires desktop (Local PC drive, not Hosted) installation of Office applications and use of the 32-bit version. 

Microsoft Office Guidelines for CS Professional Suite 

@AshleyatIntuit  @TylorValdez1 you out there? 'Lil help? 

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