Lacerte helps your business grow.
Lacerte productivity tools integrate with Lacerte Tax and Intuit software to help you streamline processes, maximize efficiency, and gain time for value-added services.
Store & Manage Files Electronically
Lacerte Document Management System (DMS)
- Go paperless and store files electronically.
- Help save time and reduce costs.
- Reduce the need for printing, filing, and re-filing.
Manage Trial Balance Data
Lacerte Trial Balance Utility
- Save time preparing client data for the tax return.
- Import data from Excel, QuickBooks® Premier Accounting Edition, and Intuit® EasyACCT®.
- Adjustments roll over, year after year.
One-click Access to Research
Lacerte Research Library
- Access research from within Lacerte Tax.
- Find it fast with the flexible search engine.
- Save search results to the Lacerte Document Management System.
Find Tax Forms on Demand
Lacerte Forms Library
- Find forms faster with the flexible search engine.
- Get the most up-to-date forms possible.
- Save time with hot links to IRS.
Reduce Printing, Mailing Expenses, and Data Entry
Lacerte e-Organizer
- Automatically import organizer data into the tax return.
- Simplify data collection with organizers.
- Distribute hundreds of organizers instantly.
Free Online Tax Resource
Third-Party Solutions Tested and Proven to Work with QuickBooks
QuickBooks Solutions Marketplace
- Find and recommend tested third-party software that works with your clients QuickBooks.
