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Click on online products >> Tax Professionals >> Taxbase Suite : DMS >>Read More…

Fill in all the registration Information and Click on Register Organization

On completion of registration you will received this message, Click on Login Now button to proceed

A system generated email will be sent to your email ID you have entered while registration.

Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In.

Document Management System Admin / CA Office Log in Send Document to Customers Receive Documents from Customer Notice Management Customer Log In Notice Upload Documents Upload

This is Admin Log in..

Admin can Download Desktop Plug in Setup and install and View Space Utilization.

Admin can Download Desktop Plug in Setup and install.

Click on Download Desktop Plug In to save the setup.

Click on Sinewave_DMS setup and install it.

Right click on Document to upload in Document for Allocation.

Fill in User Name and Password and Click on Submit.

Click on Space Utilization to View Used and Free Space.

Admin can Send documents to Customers Admin can Send documents to Customers. He can view documents send by customers to him. Also he can see and update status of the notices through Notice Management.

From this window admin can view document allocate received document and Upload document for customers.

From this window admin can move uploaded document for customers.

Tax Professional can Allocate documents to customer from his Computer directly.

Upload the documents to customer from his Computer directly.

Uploaded Document can view in View Document.

In this Inward Register All Documents received by Tax Professionals can be viewed.

In this Inward Register All Documents received by Tax Professionals can be viewed.

Click on Website Preview to Preview the Website.

For customer to log In into the DMS System, first he has to visit to Tax Professional Website and he should log in.

After Customer is logged in through website he can view documents, he can also upload document to be sent to CA.

Customer can upload notices through Notices Upload

This is Log of Documents uploaded by Customer.

This is Document viewer for customer to view documents received by him.

THANK YOU !!!