To Order, Call Sales (800) 765-7777
 
 
Lacerte Tax Productivity Tools

Ready to Buy?

Call our sales consultants to purchase your Lacerte products.

1-800-765-7777

$790 ($630 Initial License Fee + $160 Maintenance Fee)
$160 maintenance fee paid in subsequent years*
 
 

Document Management System Features & Benefits

Store and retrieve any type of client communication electronically.

Reduce your vulnerability to data theft, flood, fire and other disasters with built-in security features. And improve customer satisfaction and office efficiency with instant access to client data and electronic communications.

Increase efficiencies by going paperless.

Built-in Security Features

  • Password protection, file access controls, and backup tools.
  • Reduce your disaster risk.
  • Keep your business up and running.
Source Doc Auto Entry

Instant Access to Files

  • Double-click access to searchable electronic data.
  • Store any type of information you keep in your paper files.
  • Search by document name, category, date, type or size.
  • View, edit, fax or email information instantly.
 
 
 
 
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