Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Canopy Reviews & Ratings
    720 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    173 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website
  • QuickApps Reviews & Ratings
    Company Website
  • RouteGenie Reviews & Ratings
    48 Ratings
    Company Website
  • Statseeker Reviews & Ratings
    35 Ratings
    Company Website
  • TrafficGuard Reviews & Ratings
    89 Ratings
    Company Website
  • LeanData Reviews & Ratings
    1,064 Ratings
    Company Website
  • Imorgon Reviews & Ratings
    4 Ratings
    Company Website
  • Kantata Reviews & Ratings
    2,245 Ratings
    Company Website

What is Lacerte?

Tackle even the most complex tax returns with confidence and efficiency. Serve a wide variety of clients by handling multistate filings, K-1 forms, consolidated corporations, and other intricate details with ease. The software enables the completion of crucial forms, including 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Boost both precision and productivity through automated features that assist with calculations for depreciation, amortization, and debt forgiveness, among others. You can quickly access relevant guidance with just a click, ensuring that your workflow is consistently smooth. Speed up data entry processes with easy access to all forms, complemented by an intuitive worksheet-based design. Effortlessly track any pending client information and submit requests online with a single click, which can save you an estimated 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns directly into individual filings or across business returns, leading to an impressive average time savings of 29 minutes. Depend on advanced diagnostics that automatically detect errors or omissions, providing an extra layer of confidence in your work. By taking this thorough approach, not only is the tax preparation process simplified, but it also significantly improves your overall service delivery to clients, resulting in higher satisfaction rates. This efficiency allows you to focus more on building relationships and less on administrative tasks.

What is CCH ProSystem fx?

The CCH® ProSystem fx® suite offers a wide range of integrated tools designed for tax, accounting, audit, and workflow management, all accessible through a single award-winning platform. By leveraging these unified tax and accounting solutions, firms are able to greatly enhance their productivity and profitability. Created by specialists in tax and accounting research, CCH® ProSystem fx® has become the go-to option for numerous top accounting firms and businesses nationwide. This comprehensive solution not only boosts accuracy and efficiency but also fortifies client relationships, opening doors to new revenue opportunities. CCH® ProSystem fx® Tax efficiently handles a variety of federal and state returns, provides extensive electronic filing capabilities, and automates the creation of computations and reports. Furthermore, the suite enhances operational workflows through integrated services, which include document management, firm management, knowledge sharing, and client collaboration. It equips mid to large-sized firms with the tools needed to optimize their processes and workflows, thus improving overall effectiveness and efficiency. In a rapidly changing tax and accounting environment, the CCH® ProSystem fx® suite enables firms to be agile while maximizing their growth potential. This adaptability ensures that firms remain competitive and well-prepared for future challenges in the industry.

Media

Media

Integrations Supported

LukkaTax
SafeSend
StanfordTax
Truss
Verito Technologies
Workpapers CS
BigTime
CDG Elements
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Doc.It by IRIS
Docusign
Intuit Practice Management
Kinective Bridge
QuickFee
Rightworks
Sagenext
SmartVault
TaxDome

Integrations Supported

LukkaTax
SafeSend
StanfordTax
Truss
Verito Technologies
Workpapers CS
BigTime
CDG Elements
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Doc.It by IRIS
Docusign
Intuit Practice Management
Kinective Bridge
QuickFee
Rightworks
Sagenext
SmartVault
TaxDome

API Availability

Has API

API Availability

Has API

Pricing Information

$400 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/lacerte/

Company Facts

Organization Name

Wolters Kluwer

Date Founded

1913

Company Location

United Kingdom

Company Website

taxna.wolterskluwer.com/professional-tax-software/prosystem-fx

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Popular Alternatives

Popular Alternatives

Vertex Reviews & Ratings

Vertex

Vertex Inc.
ATX Reviews & Ratings

ATX

Wolters Kluwer
ATX Reviews & Ratings

ATX

Wolters Kluwer
CCH Axcess Tax Reviews & Ratings

CCH Axcess Tax

Wolters Kluwer
CCH Axcess Tax Reviews & Ratings

CCH Axcess Tax

Wolters Kluwer
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters