Lacerte DMS Customer Testimonials
Customer Reviews | Industry Awards
Lacerte is rated #1 in customer satisfaction with a 25 year history of serving our customers .....here is what our customers have to say...
"I save many, many hours by using DMS. Last tax season went so smoothly - and it's because of DMS." Kathy D'Ambra, CATS Tax Service
"The cost savings [using DMS] have been huge. In the past, I've had to change our printer's toner cartridge about once a week during the busy season. This year, I had to change the toner cartridge only once. I also purchased three cases of paper before the tax season began; I didn't have to open one of them." Barry C. Picker, CPA
"At first I thought the biggest reasons [for using DMS] would be space and cost savings. Now, after using DMS, I find the real benefit is convenience. Being a tax and financial office, it's awesome to be able to find all of a client's records at any time without leaving an office." Janet Shriver, Buelow Financial Group
"We're really excited about what DMS will be able to do for our business. We're already seeing that we'll be able to move into smaller office space this summer as a result of being able to ditch 20 file cabinets." Ryan Solin, Solin & Associates
"Since using DMS, we went from nine filing cabinets to three. We hope to drop to one this year. We don't have space for filing cabinets." Mike Hodge, Hodges Tax Service
"When we first learned we were going to do this, now we wonder how we managed without it. It's the mere convenience of having everything at everyone's fingertips. Before going paperless, we had the biggest mess locating files... looking on desks, files, storage. Scary to think about going paperless, but it's (DMS) such a powerful product. We recently acquired a second practice that was not paperless and we were all thinking - how did they manage" Sheila Bodine, J. Kirk Gray, PC
"The Lacerte Document Management system allows me to maintain a virtual office so that I can conduct business from both my California office and my home in Hawaii" William Ivison, Ivison CPA
"First was the ease of set up for the database. The program found my Lacerte database and populated itself with all of the clients. Then the printing of the prior year (2003) returns was a snap. The standard template for the file structure was easy to understand and implement. Any changes which I felt I wanted in the template were easy to make. The file structure was similar to my own file structure. Accessing the information is great. All of the workstations on our system have the DMS program and now information can be accessed in half of the time. We now have 2 years of returns and supporting documents in the system. We have cut our file storage in half and am looking forward to losing even more." Steven Brewer, CPA - Sizemore & Brewer, CPA's
"We have spent countless hours scanning in every workpaper, document and tax returns for all of our clients. We shredded 50 boxes of paper, got rid of 3 file cabinets and now I can finally spend time in my basement. Last year, we e-filed all of our returns and created PDF files as our copy. I cut our office supplies cost by 50% and reduced our time printing out all that paper. However, it was very difficult to organize and manage these various files. Finally, DMS solved my problem. We now have a complete online file cabinet and organized the way we want it to be. When a client calls and their banker needs a copy of the past returns and statements, I e-mail them the copy before I get off the phone." Michael McKenna, CPA - McKenna & Franck, CPA's
"Adding Lacerte DMS to my office for the past two years has been the most useful addition to my office since the computer and the copy machine were invented. I am better organized, my work is easier and my clients love the fact that I can provide them copies of all the documents we used to do their work with a touch of a button. But best of all, my answer to my client's question, "Where did you get that number on my return"is now just a mouse-click away, not a mad scramble to the file room and rummaging through endless pieces of paper while they are on hold. I keep all my records - even my own personal files - in my DMS system, and when I transfer my DMS files to a DVD for backup, all my records are safely stored away and available to me should I ever need to reconstruct my office or any files for any reason. Believe me, once you go DMS, you never go back." William Murray, CFP
"After Using E-File Cabinet, Lacerte's DMS is easy to Install and Easy to Use, making the transition to a paperless office easy and a reality. Main reason for converting and using Lacerte's DMS is Cost. It is extremely cost effective and simple to use making it a must for all accountants and users of Lacerte." Lawrence Swan, Caloosahatche Tax & Accounting Services
"The Lacerte DMS solution is an easy to use and easy to update software platform which has permitted us to reform our internal processes across the board resulting in an increase in efficiency and effectiveness. We believe this has been one of the core reasons we have seen a continued increase in the growth of our client base over the past couple of years." Phillip A. Holcer, V. F. Holcer, CPA
"DMS was easier to set up and figure out than [CSI] FileCabinet." Stacie Baker, Office Manager, James E. Nerrie, CPA
Industry Awards
Lacerte Service and Support Recognized as Innovative
Intuit's Professional Tax Team
Recognized as Finalist in the
SSPA STAR Awards
Intuit's Professional Tax Team was selected as a finalist for the 2006 SSPA STAR Awards for Best Practices. The STAR Awards for Best Practices recognize companies that have developed, implemented, and benchmarked the most innovative and efficient processes for service and support delivery. Chosen as one of three finalists in the Leveraging Customer Feedback category, Intuit was highlighted as a company that best utilized customer feedback throughout their support and product development processes.
Lacerte DMS Overall Rating 4 Stars
Review of Document
Management Software - 2006
CPA Technology Advisor
Lacerte Document Management System
Rating 4 Stars
April/May 2006
"Lacerte DMS is very simple in its design and is a practical solution for the small firm or sole practitioner. The strongest integration is with Lacerte Tax and Intuit's ProSeries tax software. The client list from Lacerte is directly imported to Lacerte DMS. The integration between the tax software's printing engine and Lacerte DMS is well designed and easy to use."
Lacerte DMS Overall Rating 4 Stars
"Because Lacerte Software targets the firm with both seasonal and full-time employees, it is critical that it is simple and easy to learn."
Document Management has Come of Age
Document Management Software Review
Accounting Technology
Lacerte DMS
March 2005
"Certainly this year many accounting firms will (or should) consider implementing these increasingly paperless systems that have the potential to dramatically change workflow processes for both office-based and remote users.
In the Intuit Lacerte Document Management system, clients represent the main client folders you manually keep in your file cabinets. . You can import documents from multiple sources, including the Lacerte Tax program and planner, Microsoft Office, and the desktop or network."
