Tax Solutions
Lacerte offers additional productivity tools that help maximize your firm's efficiency.
Lacerte® DMS
Reduce the need for paper by storing client files electronically and accessing them instantly from your PC. Integrates with Lacerte.
$790 ($630 Initial License Fee + $160 Maintenance Fee)
Lacerte® Trial Balance Utility
Develop chart of accounts, adjust journal entries, and manage tax line assignments all within Lacerte.
$595 ($470 Initial License Fee + $125 Maintenance Fee)
Lacerte® Tax Analyzer
Helps you advise clients on how new tax laws will impact their financial health and what triggers their chance of audit.
$465 ($370 Initial License Fee + $95 Maintenance Fee)
Forms Library
Find Virtually Any Tax Form on Demand.
e-Organizer
Collect exactly the information you need from each client faster, for less money, and with fewer hassles using customized e-mailed organizers, instead of paper ones.
$305 ($240 Initial License Fee + $65 Maintenance Fee)
Tax Planner
Lacerte Tax Planner helps you easily create accurate, customized tax-minimizing strategies that instill trust and confidence.
$655 ($525 Initial License Fee + $130 Maintenance Fee)
Presentation Products
Every document you send out of your office can make an impression on a client. Our presentation products will help instill confidence and assurance in your firm's professional capabilities.
Document eSort
A new solution to improve productivity by automating the manual, time-consuming step of sorting and organizing tax source documents securely.
