Lacerte helps you to continue to build strong relationships:
Lacerte client services tools integrate with Lacerte® Tax and some Intuit® software to help you save your clients money, enhance your revenue and encourage more referrals.
Lacerte Tax Analyzer
Offer Tax-Reducing Tips
- Offer proactive tax guidance.
- Save time and effort with instant analysis.
- Advise clients how to reduce liability.
Lacerte Tax Planner
Help Increase Billings Year-Round
- Offer custom tax planning services.
- Easily generate custom graphs & reports.
- Increase the billable value of your services.
Lacerte Presentation Products
Create a Professional Impression
- Guarantee a professional impression.
- Help your clients stay organized.
- Reduce expenses of printing and mailing.
Certified QuickBooks® ProAdvisor® Program
Help attract more clients
- Differentiate yourself with Certification.
- Software and training to support clients.
- Unlimited technical support.
