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lmoninger
Level 1
April 4, 2026
Question

How do I download and install the DMS or Document Management System

  • April 4, 2026
  • 2 replies
  • 17 views

I am a new user of ProSeries. I am trying to figure out how to download and install the Document Management System.

2 replies

dascpa
dascpa
Level 11
April 4, 2026

Really? With 11 days until the deadline you are just starting this now? First off, did you purchase it? If so you can go to your account at myproseries.com and all of your purchased programs will be there.  I have used SmartVault for many years and it integrates well with ProSeries.

    George4Tacks
    George4Tacks
    Level 15
    April 4, 2026

    https://accountants.intuit.com/support/en-us/help-article/download-products/install-proseries-document-management-system/L2wkkshBX_US_en_US?uid=mnkcoc38

    Answers are easy. Questions are hard!
      I
      IntuitKateModerator
      Moderator
      April 4, 2026

      Hi @lmoninger Welcome to the Community!  The help article George shared should get you started.  For any other questions you have or any issues you run into you can always connect with ProSeries Support.

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