Lacerte is excellent for tax firms with individual and business clients. It accords integrated tools and automated calculations to speed through and the interactive user interface saves quality time. It comprise of more than five thousand complicated forms for different businesses and individuals. It is perfect software for accounting firms that helps you to get more returns in less time.

Main Features

  • Performance and Integration with Existing Applications
    • The unique interface speeds you through tax preparation helping you complete more returns in a day.
    • Reliable Multi-User performance doesn’t slow your networked staff down.
    • Exclusive QuickBooks Accountant Integration reduces time-consuming prep work and data entry.
  • Utilities and Tools to Make Your Day More Productive
    • Missing Client Data Utility reduces the hassle of tracking down client data.
    • Trial Balance Utility saves time during the busiest part of the tax season.
    • Tax Analysis and Planning Tools help you easily exceed client expectations with consultative tax services to add value.
  • Exciting E-Filing Features and Options
    • eSignature payment collection that allows you to request client payments at the same time. eSignature saves you time and speeds up your billing process.
    • Expanded E-File
    • New, fast, reliable and improved e-filing helps you save significant time transmitting returns.
    • e-Organizer
  • Accessing Important Data is Fast, Painless and Accurate
    • Reliable and Secure document management solution
    • Ability to email PDF to your tax payer
    • Bookmark PDF to quickly locate and link to points of interest within a PDF document.
  • Downloads and Diagnostics to Speed through Tax Prep
    • Employer Direct Download allows you to reduce the time you spend on data entry.
    • Schedule D Download Wizard guides you through assigning the information from the XLS or CSV file to input fields and automatically creates the necessary Schedule D form.
    • Like-Kind Exchange Wizard helps you record 1031 exchange transactions in minutes.
    • Calculations and Diagnostics is designed to help you to prepare accurate returns.