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

Productivity
Version: 7.0.0
Last Update: 2022-06-25

Overview

Gmail to Tax Docs & Tax DMS is a Chrome extension developed by PwC - US Tax Technology. According to the data from Chrome web store, current version of Gmail to Tax Docs & Tax DMS is 7.0.0, updated on 2022-06-25.
4,000+ users have installed this extension. 15 users have rated this extension with an average rating of .

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.

Rating

15 ratings
5
4
3
2
1

Total Installs

4,000+

Information

Last Update

2022-06-25

Current Version

7.0.0

Size

332KiB

Author

PwC - US Tax Technology

Website

None

Category

Productivity

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Latest Reviews

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avatar Ryan Anderson (US)
2021-03-16

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

avatar Kade Lampman (US)
2020-10-13

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.

avatar Brandon Robertson (US)
2020-01-10

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".

avatar Shreesha Chidambara Hegde (Vialto)
2019-12-23

Doesn't work - when I click the button, I just receive error that "some error occurred while loading extension.Error code for developers: login required." Have removed it and reinstalled it but it still not working.

avatar Theresa Gee (US)
2019-11-06

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