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 26 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Soraban Reviews & Ratings
    8 Ratings
    Company Website
  • Summ Reviews & Ratings
    842 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Canopy Reviews & Ratings
    1,025 Ratings
    Company Website
  • Sovos Reviews & Ratings
    138 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    215 Ratings
    Company Website
  • QuickApps Reviews & Ratings
    Company Website
  • Imorgon Reviews & Ratings
    5 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Statseeker Reviews & Ratings
    35 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 IRS Solutions Software?

IRS Solutions Software is all-in-one tax resolution software and an IRS transcript monitoring and analysis tool built by tax pros for tax pros, serving Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms across the United States since 2011. IRS Advance NoticeTM (IAN), the built-in automated IRS transcript monitoring, analysis and alerts system, retrieves up to 100,000 transcripts per hour through direct IRS Transcript Delivery System (TDS) integration and detects audits, liens, and IRS enforcement activity up to six months before official letters are mailed. One flat-rate membership includes case management, IRS transcript monitoring and analysis, practice-wide portfolio reporting and dashboards, and case analysis and recommendations, with no add-ons. Multi-office case management provides centralized visibility. IRS Solutions Software is SOC 2® Compliant, hosted on AWS GovCloud. What sets IRS Solutions apart? - Receive alerts several months ahead when a client is at risk of being audited. - Quickly access multiple years of data and client records in seconds by utilizing the API for Bulk Transcripts, CAF checks, Audit Alerts, and IRS Action notifications. - Easily locate all required IRS forms essential for initiating and finalizing client resolution cases. - Automated Solution Recommendations will inform you of feasible actions and suggest offers that are most likely to gain IRS approval. - Get notified about potential Penalty Abatement opportunities, allowing you to act when clients qualify for first-time abatement. - The software seamlessly integrates transcripts and client financial data, generating a well-organized report that enhances presentation quality. Ultimately, IRS Solutions empowers tax professionals to navigate complex tax issues with confidence and efficiency.

Media

Media

Integrations Supported

8am CPACharge
BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
DigiSigner
EasyACCT
Gmail
Intuit Practice Management
Microsoft 365
Rightworks
SafeSend
Sagenext
SmartVault
Soraban
TaxDome
Truss
Verito
Workpapers CS

Integrations Supported

8am CPACharge
BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
DigiSigner
EasyACCT
Gmail
Intuit Practice Management
Microsoft 365
Rightworks
SafeSend
Sagenext
SmartVault
Soraban
TaxDome
Truss
Verito
Workpapers CS

API Availability

Has API

API Availability

Has API

Pricing Information

$400 per year
Free Version
Free Trial Offered?

Pricing Information

$189 per month
Solo Practitioner: $189/mo or $1,890/yr (twelve months for the price of ten). Multi-User: starts at $378/mo for 3 users ($3,780/yr). Enterprise (22+ licenses): custom quote.
Flat-rate membership. Every feature included at one transparent price. No per-case, per-transcript, per-form, or per-seat add-ons. Monthly or annual billing.
Free Version
Free Trial Offered?

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

IRS Solutions Software

Date Founded

2011

Company Location

United States

Company Website

www.irssolutions.com

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 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

PitBullTax Reviews & Ratings

PitBullTax

PitBullTax Software
ATX Reviews & Ratings

ATX

Wolters Kluwer
CCH Axcess Tax Reviews & Ratings

CCH Axcess Tax

Wolters Kluwer
Tax1099 Reviews & Ratings

Tax1099

Zenwork
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters
OIC Tax Planner Reviews & Ratings

OIC Tax Planner

iConcepts