Lacerte Hosting for your Business

Access, organize and manage your financial data on any computer, anytime, anywhere on secure servers with daily and weekly backups insuring data integrity and minimizing downtime.

 

Lacerte Tax

Lacerte is Designed to Save Your Firm Hours Each Tax Season

Lacerte offers a full array of professional tax software and value-added tools to help your firm save hours per client so you can provide more services, handle more business and drive maximum revenue.

Lacerte Tax Features & Benefits

Perfect for tax and accounting firms with individual and business clients, Lacerte Tax helps professionals complete far more returns in far less time. From helping you move data seamlessly across your accounting and tax workflow to speeding you through preparation, Lacerte helps you finish faster.

Here are just a few of the Lacerte features that will help you maximize your productivity:

Exclusive integration with QuickBooks Premier Accountant software reduces time-consuming prep work and data entry

The Lacerte SmartMap tool saves you significant time by importing your QuickBooks trial balance data directly into Lacerte.

• Automatically assigns tax fields to your trial balance accounts.

• Balances are imported into a "safe place" so corrections can be made prior to posting balances to the return.

• Build your own custom database by automatically saving new assignments. Complete one client and almost all your other returns are done.

• Drag and drop unmappable fields from QuickBooks directly onto the tax form.

• And, the Export Billing Information to QuickBooks tool exports Lacerte billing amounts to QuickBooks.

Top Time Savers:

• QuickBooks Integration

Exclusive SmartMap technology streamlines data transfer by automatically importing your trial balance data.

• Tax Research

Find the research you need to help keep your clients free from audit, powered by BNA. And quickly attach the research to the return with one click. All within Lacerte.

• Data Import

Save up to 30% of your time on tax preparation by importing source documents and downloading financial institution data directly into Lacerte.

Practice Management

• Track client information, documents, project status, due dates, billing and invoices across your entire practice — all from one system.

 

Lacerte Hosting for your Clients

Real time, multiple-user access provides financial professionals with the ability to instantaneously review client data and update books without the hassle of file exchange.
Our white label solution: integrated customization of My Accounting Cloud for your business brand creates a seamless user experience for your clientele.