Lacerte

Review of Tax Year 2007

Each year our goal is to dramatically increase productivity within and across all of your critical workflows. And the feedback we are getting from many of you is that you are very pleased with how we delivered against that goal. Some of the things were heard include:

Product Readiness

  • The earliest release of Lacerte gave you more time to prepare for the tax season
  • Improvement in the installation and update process decreased set-up and update time

Product Enhancements

  • Easy import of Schedule D data into the tax program saved you data entry time
  • Addition of Prior Year amounts on key forms reduced key strokes
  • SmartMap technology (automatically assigns Year-End data to the tax lines) loaded data for you

Fast Answers to Your Questions

  • Additional support staff resulted in little or no call wait time
  • In-product access to the Lacerte Live Community helped you get your questions answered by peers

Quick Reaction to Important Compliance Issues

  • Lacerte was 1st to market with a product that supported the economic stimulus package
  • The AMT impacted forms and updated calculations were available on January 2nd
  • 98% of all top priority forms were delivered by the end of January

And You Can Expect More. Our desire to increase your productivity never ends. We have been heavily investing in our next generation technology that will enable us to provide you with the types of cutting-edge tools that dramatically increase Lacerte Live Community.