Lacerte offers a full array of professional tax preparation software, services and value-added tools to help your firm maximize efficiency.
Fast and Confident Tax Prep
Worksheet-design results in quick input and one click navigation to forms
Deep form sets and calculations help you to prepare the most complex returns
Sophisticated diagnostics help you catch mistakes with fewer disruptions
Time-saving features such as the Missing Client Data Utility keep you efficient
The Lacerte software SmartMap tool saves you significant time by importing your QuickBooks trial balance data directly into Lacerte.
Automatically assigns tax fields to your trial balance accounts.
Balances are imported into a "safe place" so corrections can be made prior to posting balances to the return.
Build your own custom database by automatically saving new assignments. Complete one client and almost all your other returns are done.
Drag and drop unmappable fields from QuickBooks directly onto the tax form.
And, the Export Billing Information to QuickBooks tool exports Lacerte billing amounts to QuickBooks integration with Lacerte software hosting.
