Gmail to Tax Docs & Tax DMS

File your emails into Tax Docs & Tax DMS

What is Gmail to Tax Docs & Tax DMS?

Gmail to Tax Docs & Tax DMS is a versatile Chrome extension that seamlessly integrates with your Gmail account to help you file emails and documents from Google Drive into the Tax Document Management System (DMS). Designed for efficient file management, this extension enables DMS users to file emails to their desired DMS location effortlessly.

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Stats

By: PwC - US Tax Technology

View on Chrome Web Store

Users: 3,000+

Rating: 2.17 (12)

Version: 7.0.0 (Last updated: 2022-06-25)

Creation date: 2021-11-12

Risk impact: Low risk impact

Risk likelihood: Low risk likelihood

Manifest version: 3

Permissions:

identity

Size: 339.97K

Email: su*****@pwc.com

URLs: Privacy policy

Stats date:

Chrome-Stats Rank

# 18084 ▼ 92

Other rankings

#11239 in Workflow & Planning ▲ 3 #95 in google docs keyword 46 ▲ 16 #204 in gmail keyword 73 ▲ 5

Other platforms

Not available on Firefox

Not available on Edge

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Summary

Analyze keywords

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.

User reviews

User reviews summary

These summaries are automatically generated weekly using AI based on recent user reviews. Chrome Web Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.

Pros

Easy to use
Works well with proper file classification
Simple upload process

Cons

Does not work with Google suite file formats
Issues with login and access
Not automatically converting file formats as advertised

Most mentioned

Doesn't work
Login/access issues
Pop-up for PwC email access

Recent reviews

I am keep getting pop-up to choose my PwC email to allow access access even after correct login credentials input multiple times. It's not working right.

Mallikarjun Basappa (AC India), 2019-08-05

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.

Kade Lampman (US), 2020-10-13

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".