Gmail to Tax Docs & Tax DMS
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Gmail to Tax Docs & Tax DMS

2.2(

12 ratings

)
ExtensionWorkflow & Planning3,000 users
Item media 1 screenshot

Overview

File your emails into Tax Docs & Tax DMS

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.

2.2 out of 512 ratings

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Kade Lampman (US)Oct 13, 2020

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 me... Show more

1 person found this review to be helpful
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Brandon Robertson (US)Jan 10, 2020

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".

1 person found this review to be helpful
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Theresa Gee (US)Nov 6, 2019

I can not get mine to work. Have removed it and reinstalled it but it still will not work.

1 person found this review to be helpful

Details

  • Version
    7.0.0
  • Updated
    June 25, 2022
  • Offered by
    PwC - US Tax Technology
  • Size
    332KiB
  • Languages
    English (United States)
  • Developer
    Email
    sudarsanan.sadagopan@pwc.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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