Lace rte has it all-bells, whistles, etc
Use Cases and Deployment Scope
I use Intuit Lacerte to prepare Individual, partnership, corporate (c and s), estate & trust, and nonprofits Intuit Lacerte preparers more forms than other softwares. Not just fill n print, like some softwares that say they have forms, but the actual calculations. Their support team is the best. Each rep has access to leads who can help in areas they are familiar with. If an issue can’t be resolved then a case is opened to have a more experienced person work on the issue. Intuit cares about its customers and tries really hard to help customers get answers in the least amount of time so we can keep predicting returns.
Pros
- Continually updates when bugs are found or tax law change
- Live customer suppprt
- Listen s to customer to improve product
- E-signature to get signed forms from remote customers
- Organizers for customer to complete on paper or electronic
- Tax appointment scheduling within the program and recurring for future appointments
- Client invoices by form
- Trial balance from accounting software to save time on business data entry
Cons
- Filters-needs to be more user friendly and easier to use. Also needs more options to filter by
- Missing data email-descriptions need to be client familiar wording not tax term /forms
Return on Investment
- Very high Retention (using scheduling)
- Tax data input time savings (using e-organizer)
- Tax summary current and prior year (clients love to see how they did compared to prior year)
Other Software Used
QuickBooks Desktop Pro, Microsoft 365 Business Premium
