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features 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

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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 Intuit ProSeries Tax?

Efficiently and confidently prepare tax returns with software that is celebrated for its intuitive design and sophisticated error-checking capabilities. Uncover the reasons behind ProSeries' enduring reputation as the leading choice for professional tax software, as it attracts over 60,000 users annually. Experience enhanced productivity on every return through integrated time-saving features that optimize your workflow. By clearly stating your requirements, you can quickly access the essential forms or sections for data entry. Enjoy a remarkable time savings of 23 minutes on each return by swiftly identifying which fields need your input, and effortlessly send client email requests with a single click. You can rest easy knowing your returns are precise, thanks to comprehensive diagnostic tools that promptly flag errors and guide you towards the necessary fixes. Customize a solution that fits seamlessly with your practice's specific needs and only pay for the functionalities you actually utilize. Moreover, explore our bundle options for significant cost reductions on each return processed. This is an excellent opportunity to enhance your tax preparation efficiency while boosting your overall productivity and client satisfaction. Ultimately, embracing these tools will not only streamline your workflow but also empower you to deliver more value to your clients.

Media

Media

Integrations Supported

Ace Cloud Hosting
Cloudwalks
Sagenext
SmartVault
StanfordTax
TaxDome
Truss
Verito
Workpapers CS
BigTime
Cloudnine Realtime
Docusign
EstateWorks
Rightworks
SafeSend
Soraban

Integrations Supported

Ace Cloud Hosting
Cloudwalks
Sagenext
SmartVault
StanfordTax
TaxDome
Truss
Verito
Workpapers CS
Fullintel
Teamstack
UltimateTax

API Availability

API Availability

Pricing Information

$400 per year
Free Trial Offered?

Pricing Information

$340 per year
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/lacerte/

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/proseries/

Categories and Features

Corporate Tax

Not specified

Tax Planning

Not specified

Tax Preparation

Not specified

Categories and Features

Corporate Tax

Not specified

Sales Tax

Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking

Tax Planning

Not specified

Tax Preparation

Not specified

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