Gmail to Tax Docs & Tax DMS

File your emails into Tax Docs & Tax DMS

Total ratings

2.00 (Rating count: 10)

Review 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 Chrome Web Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.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
See reviews for Gmail to Tax Docs & Tax DMS on Chrome Web Store

User reviews

Recent rating average: 2.00
All time rating average: 2.00

Rating filters

5 star
11% (1) 4 star
11% (1) 3 star
11% (1) 2 star
0% 1 star
67% (6)
Date Author Rating Lang Comment
2021-03-16
Ryan Anderson (US)		 en 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
2020-10-13
Kade Lampman (US)		 en 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.
2020-01-10
Brandon Robertson (US)		 en 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".
2019-11-06
Theresa Gee (US)		 en I can not get mine to work. Have removed it and reinstalled it but it still will not work.
2019-10-21
Jose Chocano (US)		 en Doesn't work...
2019-08-15
Michael Prendergast (US)		 en It doesn't work
2019-08-08
David Grimes (US)		 en 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." Refreshing Chrome and restarting computer do not help.
2019-08-05
Mallikarjun Basappa (AC India)		 en 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.
2019-06-24
Elvis Mejia (US)		 en It doesn't work