Clould document management systmes that intgreat with lacerte

Hey @RA1 - welcome to QB Community! Here's a presentation from our QB Connect event last November that you might find helpful: 

Transitioning Desktop Tax Workflow to the Cloud

@195937, @MariPullen any thoughts?

Hi @RA1

I completely understand. I am a 100% cloud based practice. I utilize QuickBooks Online and Proconnect Online Tax. Both of these environments allow me to attach my supporting documents directly to the transaction. In the event there is a request for any information I can navigate to the item effortlessly. 

I am also a huge fan of LedgerSync which allows me to retrieve the bank statements and checks of each of my clients. 

However, for my engagement letters and other documentation I utilize Google suite: drive, powerpoint, excel, and word all at my fingertips. Since I change my passwords so frequently I feel confident that my documents are secured AND I can access from anywhere.