Lacerte Integrations

BigTime is a comprehensive online time and billing platform designed specifically for professionals in various industries. It provides a suite of tools for tracking time and expenses, managing work-in-progress, generating invoices, overseeing tasks, and much more, all integrated into a single system. This cloud-based solution features a user-friendly interface, ensuring ease of use on both desktop and mobile devices while incorporating industry best practices and operational insights. Additionally, BigTime seamlessly connects with leading productivity applications such as Zapier, Lacerte, and Slack to enhance functionality. By facilitating everything from project initiation to client payment processes, BigTime optimizes firm operations with its smart budgeting, project management, and invoicing capabilities, which can be tailored to handle even the most intricate scenarios efficiently. Ultimately, this makes BigTime an indispensable tool for firms aiming to improve their workflow and productivity.

SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.

DocuSign is a versatile electronic signature platform that enables organizations of any scale to send, sign, and manage contracts and agreements conveniently from any device, at any time, and from any location. With a robust user base exceeding 250,000 companies across 188 nations, it supports the signing of diverse document types, such as school permission slips, business contracts, and various agreements. The platform accommodates multiple languages, ensuring accessibility for a global audience, and features a user-friendly mobile application compatible with Android, iOS, and Windows devices. Additionally, DocuSign provides a digital notarization service, empowering Notary Publics to electronically witness and sign documents, thus enhancing the efficiency of notarization processes for organizations. This seamless integration of electronic signatures and notarization makes DocuSign a comprehensive solution for modern document management needs.

TaxDome is a robust and user-friendly workspace designed to help you effectively oversee your clients, projects, documents, teams, and overall practice. This software specializes in workflow automation tailored for the tax and accounting sector, enabling you to streamline tasks while maintaining a clear overview of your operations. You have the option to utilize existing templates for various functions like bookkeeping, tax returns, payroll, and problem resolution, or you can design your own repeatable and adaptable processes that elevate your business. Clients will appreciate the branded portal, which is accessible and user-friendly for individuals of all ages and technical abilities. The platform prioritizes security and convenience, being available on both mobile and desktop devices. Moreover, TaxDome accommodates eleven different languages, making it possible for you to serve clients who speak languages other than English. By consolidating both internal management functions—such as workflow, CRM, and reporting—with client-oriented services like document signing, invoicing, and messaging into one cohesive platform, you can enhance the organization and efficiency of your practice. This comprehensive approach not only simplifies operations but also fosters stronger relationships with clients through seamless communication and support.

SafeSend is dedicated to transforming the tax and accounting sectors through the use of cutting-edge technologies designed to enhance practitioner efficiency and improve client service. Our innovative solutions empower tax professionals and accounting firms to streamline their processes and increase productivity. We offer essential technology tools tailored specifically for the accounting and tax industries. Our flagship product, SafeSend Returns®, has garnered multiple accolades, including the CPA Practice Advisor Technology Innovation Award, and has fundamentally changed how accounting firms compile and securely transmit tax return packages to their clients. Additionally, we provide TicTie Calculate®, a plug-in for Adobe® Acrobat®, designed for accountants, alongside SafeSend Exchange™, a secure system facilitating two-way file sharing. Together, these tools represent our commitment to advancing the field and supporting professionals in their work.

Verito Technologies provides hosting solutions for accounting software tailored for small enterprises, certified public accountants, and accounting firms. With accounting software hosting, users can access their tools remotely, utilizing any device regardless of their location. Reach out to us for top-tier security features and an impressive uptime guarantee of 99.995%. Our services are designed to enhance productivity and ensure your financial data is always secure and accessible.

As a premier provider of third-party hosted QuickBooks solutions, we have gained the confidence of CPAs, accountants, and small to mid-sized business owners across North America, Europe, Asia, and Australia. Our extensive knowledge of hosting requirements enables us to offer unparalleled security, convenience, authenticity, affordability, mobility, and accessibility. Our cloud-based solutions are characterized by their speed, security, and reliability. We cater to all versions of QuickBooks, including US, Canadian, and UK editions of QuickBooks Pro, Premier, and Enterprise, and we ensure compatibility with the latest version, QuickBooks 2021, along with all updates provided at no extra cost. With QuickBooks Pro Hosting, the management of your business becomes streamlined and devoid of major IT obstacles. Our offerings include thorough backups, spam filtering, and virus protection to safeguard your data. We present transparent and simple pricing plans designed to meet the specific demands of your business. Furthermore, our committed customer support team is always on hand to help you with any questions or issues you may encounter, ensuring a smooth experience. We pride ourselves on being a reliable partner in your business journey, dedicated to your success and peace of mind.

QuickBooks hosting provides users with the ability to access their desktop QuickBooks application from any location and at any time, enhancing collaboration among team members and streamlining the accounting process. This setup allows multiple users to simultaneously work within a single database, eliminating the necessity for costly hardware, software resources, and the burdensome tasks of data backup and management. By hosting the desktop version of QuickBooks in the cloud, small business owners can implement enterprise-level security measures that would otherwise be out of reach, especially in an era where ransomware and other cyber threats pose significant risks to data protection. Good backup practices included in this service ensure that the integrity of vital business information is upheld without incurring additional costs. Currently, over 5,000 users in the United States utilize QuickBooks Hosting, and prospective users have the opportunity to explore its features through a complimentary 7-day trial, which does not require a credit card. This trial option encourages new users to experience the benefits of cloud hosting firsthand before making a commitment.

Begin your cryptocurrency tax preparation by accessing a complimentary summary with no limits on transaction counts, exchanges, or wallets. With the 2019 tax season on the horizon, the IRS mandates that all taxpayers report their cryptocurrency or "virtual currency" activities. LukkaTax seamlessly integrates with your favorite traditional software, making it the preferred choice among professionals for ensuring accuracy. Additionally, consider the possibility of refiling to recover funds from last year's tax returns, as this could be beneficial. LukkaTax has efficiently consolidated files from major exchanges and wallets, allowing for a simple drag-and-drop process without the hassle of interpreting multiple formats. Many other options may lack reliability in this aspect. Although Lukka employs APIs in certain products when it makes sense, tax reporting is an area where precision is crucial, so there's no reason to risk missing a transaction. Simply drag and drop your files effortlessly. Beyond just helping you identify and organize various scenarios, LukkaTax is committed to ensuring that you maximize your potential for tax reporting, providing you with reassurance throughout the process. This comprehensive method empowers you to approach tax season with confidence in your financial choices and clarity regarding your obligations. Taking these steps not only simplifies your preparation but also helps you stay compliant with regulations.

Manage CPAs effectively by clearly identifying tasks, their corresponding clients, and deadlines. With an intuitive drag-and-drop interface, you can effortlessly adjust priorities and assign responsibilities. Employ filters based on due dates, task progress, or team members to keep all tax preparers informed and ensure workflows operate without hitches. Furthermore, integrate your email inbox seamlessly for quick actions that require just a few clicks. You have the ability to leave comments for colleagues, tag members for necessary follow-ups, archive communications in a digital client folder, add tasks to your to-do list, or respond in the usual manner. Customize existing templates or create your own to optimize standard processes for your team. Upon completion of a task, the next one is automatically allocated to the designated tax preparer, who will find it added to their task list. Every client email, document, task, and more is organized and easily accessible. You will also benefit from a detailed audit history, allowing you to effectively monitor all activities, while important items can be pinned for instant access. This all-encompassing system not only enhances efficiency but also fosters collaboration and productivity within your team, making it a valuable tool for streamlining operations.

ProConnect EasyACCT Write-Up delivers an all-encompassing approach to managing various accounting functions, such as accounts payable, accounts receivable, payroll, bank reconciliation, asset depreciation, and financial reporting. It features support for more than 30 key forms, including SUTA, 94x, W-2, and 1099, and enables the automatic submission of 940, 941, and 944 forms to the IRS with the use of a tax preparer PIN. This solution effectively exports data to Intuit ProConnect Lacerte or ProSeries tax software, streamlining the tax preparation process during busy seasons. With regular updates, it guarantees that all necessary forms for efficient payroll management are up to date, significantly improving the ability to meet the needs of business clients. Furthermore, EasyACCT enhances essential accounting functions and year-end processes, proving to be an indispensable tool for accountants looking to boost efficiency and conserve time. The software not only facilitates better organization but also helps in maintaining accuracy in financial records, which is crucial for any accounting practice.

Right Networks emerges as the leading platform for accounting by combining advanced technology, effortless data sharing, collaborative productivity tools, and exceptional support, all aimed at enhancing efficiency and profitability. In the current business environment, leveraging cloud solutions has evolved from a fleeting trend to a fundamental element of success. This innovative technology caters to a diverse array of users, from small business accounting teams to larger tax and bookkeeping firms, as well as the clients they serve. By offering access to top-tier software solutions such as QuickBooks, clients can securely manage their work anytime, anywhere, and on any device. Strengthen your professional relationships by enabling collaboration with your team and clients in a secure environment. The capability to share the latest data and documents seamlessly from any device leads to smoother and more effective workflows. Additionally, you can rest assured knowing that your sensitive information is protected by cutting-edge security measures that meet essential compliance standards, thus preserving the integrity of your operations. This comprehensive approach not only simplifies processes but also nurtures a more productive and secure workplace for all participants, ultimately driving success for both businesses and their clients. The emphasis on security and collaboration ensures that everyone involved can focus on their tasks without the distraction of worrying about data breaches or inefficiencies.

Thomson Reuters Workpapers CS significantly improves productivity by promoting efficient collaboration while overseeing documents and data from various origins. This system combines integrated research tools with powerful reporting capabilities, delivering a thorough solution for client advisory services and engagement. Teams can collaborate in real-time through a user-friendly interface, using a centralized database that removes the complications of syncing, importing, or exporting data. Whether utilized as a cloud solution or through local installation, Workpapers CS guarantees immediate access to vital information, which can greatly enhance your clients' operations. With its sophisticated binder organization, high adaptability, and environmentally friendly features, the platform streamlines workflows effectively. Users can conveniently import data from spreadsheets, swiftly confirm client balances, and seamlessly transfer that information to tax returns. In addition, all team members have the ability to access tax work papers and the trial balance concurrently, enhanced by role-specific dashboards that improve task management. By incorporating these advanced functionalities, Workpapers CS not only elevates overall efficiency but also fosters stronger collaboration among team members, creating a more cohesive work environment. Ultimately, this integrated approach allows firms to serve their clients better while optimizing internal processes.

Cloud 9 brings together all vital business and accounting applications in the cloud, fostering improved productivity and effortless collaboration while significantly lowering costs compared to your current IT infrastructure. With Cloud 9, you can conveniently and securely access your desktop applications from any device and any location, and our services seamlessly integrate with your existing printers and scanners. Our dedicated in-house support team is consistently available to assist you with any IT needs, acting as your sole point of contact. Clients leveraging our cloud-hosted solutions frequently enjoy savings of up to 70% in comparison to traditional in-house or outsourced IT services. Tailored specifically for accounting and tax firms, Drake Tax Hosting ensures a swift and reliable experience without the steep expenses associated with on-premises setups. Tax professionals can benefit from the flexibility of accessing their work from anywhere in the world, with each client provided a dedicated system to guarantee peak performance. Moreover, we place a strong emphasis on security by housing our servers in highly secure facilities, ensuring that your data remains protected at all times. This well-rounded strategy not only simplifies operations but also significantly boosts overall efficiency for businesses in search of dependable cloud solutions, paving the way for growth and innovation. Ultimately, our goal is to empower your organization to thrive in an increasingly digital landscape.

Focusing on growth and providing outstanding customer service can make IT management feel overwhelming. However, managing your technology shouldn’t be so complicated. Cloudnine offers professional services firms the ability to achieve exceptional growth through user-friendly, cloud-based IT solutions. It’s time to take control of your technology environment. Numerous professionals across various industries depend on Cloudnine for all-encompassing IT solutions that ensure safe data access for both staff and clients in the cloud. This cutting-edge platform is an essential tool aimed at optimizing, simplifying, and expanding your customer base. Additionally, it does this while costing significantly less than your current IT infrastructure. Compared to the hassle of managing both on-premises and offsite IT solutions separately, Cloudnine emerges as a more cost-effective alternative. As clients globally trust Cloudnine for dependable IT solutions, the presence of multiple data centers guarantees secure data access anytime, anywhere, significantly boosting operational productivity. Furthermore, the ease of use and scalability provided by Cloudnine makes it an attractive option for businesses looking to streamline their IT processes.