"Ease of use and feel of Lacerte is so much nicer than CSI. Lacerte's depreciation is easier to use than CSI's. Lacerte support is much better than CSI support." Michael Adams, Michael D. Adams, CPA PC

"Today I had another reminder of why I've remained a Lacerte user/customer since 1985 even though there have been plenty of opportunities to switch.

In late March I tackled an individual return which involved at-risk limitation calcs from an S-Corp return I had prepared earlier. A new input entry for non-deductible expenses on the K-1 pass through caused me to contact Tech Support on Sunday, March 28 for clarification. Your rep wasn't able to fully answer my question and recommended that I forward it and my client's data to your e-mail section. The response was delayed because (I'm told) the research department was engaged to help. Because of the time frame, my client agreed to pay in with an extension and let me sort out the details after April 15. Today is the day I tackled this one again, and I first spoke with Melissa of your individual tax section. When I mentioned my e-mail correspondence on this matter to her, she arranged for me to speak with Wynde B, who had answered my first e-mail. Each of them spent considerable time with me. Wynde was able to view my client's data attached to my earlier e-mail and our dialog about my concerns was much more helpful to me than just her e-mail response itself, even though I now realize she had fully answered my inquiry in her initial response.

As has been the case many times in the past, Lacerte reps once again have not only courteously and patiently responded to my concerns but have also taught me more of the finer points of tax law. Because of Lacerte, I feel confident in accepting the challenge of more complex tax returns because I know either the program will help me figure it out or the tech support folks will educate me enough to do so. I sincerely appreciate the consistency and helpfulness which Lacerte offers through your software, and especially the help today via Melissa, who went to the extra effort to connect me with Wynde, and via Wynde who took my call and gave me the answers and reinforcement I needed. Thank you!" Marty Kux

"In TY 2005 we had 193 less employee hours than TY 2004 and we produced 9% more in billing! Lacerte was a major contributor to this improvement!" Becky Braun, CPA PS

"I do 1,100 returns every season - a new client every half hour. With Lacerte, I'm finished when they walk out. I don't have to double-check or worry about something not being right." Tim Linn, Tax Preparer

"Lacerte is much more intuitive. You can go through it and figure things out. It took 10 clicks in ProFX to do what I could do in 3 clicks with Lacerte." Wesley Rickard, CPA

Document Management System (DMS)

"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 Picker, Barry C. Picker, CPA

"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

"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

"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. Assessing 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

"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." William Murray, Certified Financial Planner

"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

"I am so excited about this program. The program is so user friendly and saves so much time. Being able to send a file by email or fax right from your desk is worth the price of the product! And the thought of eliminating all those filing cabinets and having all documents stored right at your fingertips really is wonderful. The scanning function works great and if you have a scanner that has a document feed it takes no time at all to scan a stack of documents." Barbara Willingham

e-File

"The E-Filing is second-to-none. Very few errors, if any, are not corrected automatically by the program." Mike Hodge, EA and ATA

Tax Planner

"Tax Planner is fabulous... [it] lets you do many "what if" scenarios with data "blown over" from current year tax return. The last time I used it, it was on a very, very complex tax return (3 S-Corp. incomes, 5 kids with kiddy tax, a rental LLC, and AMT carryover). My projection was $14 off of the actual tax for the year. NOT BAD!!" Char Eleene Mano, Char Eleene Mano CPA MST

"The Lacerte Tax Planner helps with everything from 'penalty-proofing' calculations to preparing presentation-quality reports for clients. Plus, Tax Planner has features and functions that go beyond the Lacerte 1040 program. For example, Tax Planner computes carryovers and allowable limitations for your clients' tax plans ... and uses current-year tax rates, phase-out and limitations." Joseph Handy, Joseph P. Handy, CPA, PLC

Tax Almanac

"Very Informative site." Anthony Vitale