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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 IVIX?

IVIX technology is designed to improve auditing processes and increase tax revenue for tax authorities by transforming accessible business activity data into actionable leads. Our intuitive platform generates a curated list of businesses, complete with revenue information and taxpayer details, which aids in compliance efforts and helps prevent tax evasion. By employing advanced data analytics and algorithms in revenue management, it is essential for governments to harness the potential of the digital economy to address tax avoidance challenges. Developed with insights from former IRS officials and current tax professionals, IVIX provides solutions that align with the established culture, operations, and technological systems of tax agencies. This platform also offers critical insights into the informal economy for tax authorities. Furthermore, IVIX equips these authorities with ready-to-implement solutions that enhance their ability to identify noncompliance and promote a culture of deterrence, all through the use of publicly available business activity data. In essence, IVIX serves as a revolutionary tool in the continuous endeavor to bolster tax compliance and combat financial misconduct effectively. Its innovative approach ensures that tax authorities are better prepared to tackle the complexities of modern tax administration.

Media

Media

Integrations Supported

BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Docusign
EasyACCT
Google Maps
Intuit Practice Management
LukkaTax
Rightworks
SafeSend
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
Verito
Workpapers CS
Yelp

Integrations Supported

BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Docusign
EasyACCT
Google Maps
Intuit Practice Management
LukkaTax
Rightworks
SafeSend
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
Verito
Workpapers CS
Yelp

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

IVIX

Company Website

www.ivix.ai/

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

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

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Law Enforcement

Case Management
Certification Management
Court Management
Court Management Integration
Crime Scene Management
Criminal Database
Dispatching
Evidence Management
Field Reporting
Incident Mapping
Internal Affairs Administration
Investigation Management
Scheduling

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