Reduce Data Collection Time and Data Entry Errors
Streamline data collection with Lacerte e-Organizer.
Collect exactly the information you need from each client faster, for less money, and with fewer hassles using customized e-mailed organizers, instead of paper ones. Decrease data-entry errors by transferring approved figures directly onto the correct tax forms and lines in Lacerte® Tax with no typing.Make life easier for your clients, too.
e-Organizer Wizard
- Guides you through compiling and sending custom packages.
- Send a complete organizer or select a set of specific pages, templates, questionnaires, and forms.
Client Controls
- Password-protection, instant data entry, & automated e-mails.
- Make life easier for your clients.
- Improve security with passwords.
Accountant Review Tools
- Color-coding, checkmarks, and automated data entry.
- Ensure accuracy with unique IDs assigned to each file.
- Improve security with passwords.
- Review data faster while reducing inaccuracies.
