Gmail to Tax Docs & Tax DMS chrome extension

Version: 7.0.0
Gmail to Tax Docs & Tax DMS
File your emails into Tax Docs & Tax DMS
2.20 Based on 15 user rates

What is Gmail to Tax Docs & Tax DMS?

Gmail to Tax Docs & Tax DMS is a documentation extension for chrome. also, it is docs extension. it's a free extension and is featured in Productivity, it has 4,000+ active users since released its first version, it earns an average rating of 2.20 from 15 rated user, last update is 881 days ago.


What’s new in version 7.0.0?

                This is a Gmail Chrome Extension for TaxDMS.This extension helps users to select emails and file to DMS and also file documents from Google Drive to DMS.Users with access to DMS can use the extension to file the emails to the desired DMS Location.            

How to install Gmail to Tax Docs & Tax DMS?

You could download the latest version crx file or older version files and install it.


Preview of Gmail to Tax Docs & Tax DMS


Technical Features:

  • Latest Version: 7.0.0
  • Requirements: Windows Chrome, Mac Chrome
  • License: Free
  • Latest update: Saturday, June 25th, 2022
  • Author: PwC - US Tax Technology

Gmail to Tax Docs & Tax DMS Available languages:

English (United States).


FAQ


Reviews of gmail to tax docs & tax dms:


Ryan Anderson (US) March 16th, 2021
Ryan Anderson (US)

Works well when you have the key behind how to classify all the files. Make sure all the names work with DMS Automation. There are a lot of tiny changes that can make it fail


Kade Lampman (US) October 13th, 2020
Kade Lampman (US)

If folks are still having an issue, you need to first ensure you're logged into DMS. Then go to your Gmail -> Select a conversation with attachments or correspondence you want to upload to DMS -> A 'File to DMS' button should appear at the center-top next to the 'Labels' and 'More' button. To upload a file from Google Drive: Navigate to and Select the file you want to upload -> Select the 'File to DMS Extension' -> Select 'Drive to DMS'. Both sets of instructions will take you to the same menu that is similar to the import menu of DMS. It's very easy to use after that.


Brandon Robertson (US) January 10th, 2020
Brandon Robertson (US)

Not working with Google suite file formats (docs, sheets, etc.). Not automatically converting them to Microsoft office equivalents as advertised. A pop up says "Selected document type is not supported by DMS".

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