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Productivity Tools
Use Lacerte's Tax Practice Management Tools to Help Your Business Grow
Maximize Your Firm's Efficiency
Simplify your workflow and find more time for your clients.
Lacerte tax practice management & productivity tools integrate with Lacerte Tax and Intuit software to help you streamline processes, increase your efficiency, and gain time for value-added services.
Sort & Organize Source Documents Automatically
Intuit Document eSort
- Save time by automating document organization.
- Integrates with Lacerte and DMS.
- Get a consistent, indexed file every time.
Store & Manage Files Electronically
Lacerte Document Management System (DMS)
- Go paperless and store files electronically.
- Help save time and reduce costs.
- Reduce the need for printing, filing, and re-filing.
Manage Trial Balance Data
Lacerte Trial Balance Utility
- Save time preparing client data for the tax return.
- Import data from Excel, QuickBooks® Premier Accounting Edition, and Intuit® EasyACCT®.
- Adjustments roll over, year after year.
Find Tax Forms on Demand
Lacerte Forms Library
- Find forms faster with the flexible search engine.
- Get the most up-to-date forms possible.
- Save time with hot links to IRS.
Reduce Printing, Mailing Expenses, and Data Entry
Lacerte e-Organizer
- Automatically import organizer data into the tax return.
- Simplify data collection with organizers.
- Distribute hundreds of organizers instantly.
Free Online Tax Resource
TaxAlmanacsm
- Intuit Marketplace Third-party applications that are proven, trusted and work with the Intuit products you know and trust.
Third-Party Solutions Tested and Proven to Work with QuickBooks
QuickBooks Solutions Marketplace
- Find and recommend tested third-party software that works with your clients QuickBooks.
