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Lacerte Tax Service Tools

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Call our sales consultants to purchase your Lacerte Tax advisor tools & products.

1-800-765-7777

 
 
 
 

Client Service Tools

Enhance Your Strong Client Relationships by Using Lacerte's Tax Advisor Tools

Offer value-added analysis and answers for your clients.
Client Services

Lacerte helps you to continue to build strong relationships:

Lacerte client services tools integrate with Lacerte® Tax and some Intuit® software to help you save your clients money, enhance your revenue and encourage more referrals.

Lacerte Tax Analyzer

Offer Tax-Reducing Tips

  • Offer proactive tax guidance.
  • Save time and effort with instant analysis.
  • Advise clients how to reduce liability.

Lacerte Tax Planner

Help Increase Billings Year-Round

  • Offer custom tax planning services.
  • Easily generate custom graphs & reports.
  • Increase the billable value of your services.

Lacerte Presentation Products

Create a Professional Impression

  • Guarantee a professional impression.
  • Help your clients stay organized.
  • Reduce expenses of printing and mailing.

Certified QuickBooks® ProAdvisor® Program

Help attract more clients

  • Differentiate yourself with Certification.
  • Software and training to support clients.
  • Unlimited technical support.

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