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Lacerte® Product Screenshots
Focus your efforts on the right clients at the right time.
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- See all your clients at once.
- Customize display with over 350 columns.
- Create separate views for e-File vs. non e-File clients.
- Direct access to forms, diagnostics and print functions - no forced order of tasks.
- Quickly dive deep into client data and jump back to overview of all clients.
Choose an Area to Review:
Prepare and review returns more efficiently.
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- Easy to access all fields ( from Client Information to Deductions).
- Single-click access to data input areas.
- Simple, streamlined design (like a 1040) allows for fast access to any input area, without unnecessary layers or dialogs.
- Fast data entry review for applicable screens.
- Flexible design allows you to use the navigation you prefer.
Choose an Area to Review:
Ensure professional, accurate output and boost client confidence.
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- What you see is what will print (all forms and supporting documents).
- Simple navigation for review.
- Clear visibility to supporting worksheet and statements.
- Quick access to form instructions.
- Simple access to client list, or back to detail without using mouse.
- Quick access to printing of form being viewed.
- Jump-to-Input from form.
Choose an Area to Review:
Catch errors easily with sophisticated diagnostics.
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- Extensive diagnostics that help instill confidence in accuracy of return
- Visible access point to diagnostics that aligns with overall workflow
- Clear distinction between information and critical diagnostics
Choose an Area to Review:
Client Management
Workflow
Return Review
Diagnostics & Error-Checking
Call our sales consultant to purchase your Lacerte products: (800) 765-7777
