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Call our sales consultants to purchase your Lacerte products.
1-800-765-7777
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$305 ($240 Initial License Fee + $65 Maintenance Fee)
$65 maintenance fee paid in subsequent years)* |
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e-Organizer Features & Benefits
Reduce Data Collection Time and Data Entry Errors
Streamline data collection with Lacerte 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. Decrease data-entry errors by transferring approved figures directly onto the correct tax forms and lines in Lacerte® Tax with no typing.Make life easier for your clients, too.
e-Organizer Wizard
- Guides you through compiling and sending custom packages.
- Send a complete organizer or select a set of specific pages, templates, questionnaires, and forms.
Client Controls
- Password-protection, instant data entry, & automated e-mails.
- Make life easier for your clients.
- Improve security with passwords.
Accountant Review Tools
- Color-coding, checkmarks, and automated data entry.
- Ensure accuracy with unique IDs assigned to each file.
- Improve security with passwords.
- Review data faster while reducing inaccuracies.
