George4Tacks
Level 15

See FAQ #2 at https://accountants-community.intuit.com/articles/1749499-ty18-lacerte-security-enhancements-and-res...

How do I know if I have other 3rd party programs that connect with Lacerte? 

  • Programs that connect with Lacerte have the ability to add, read, or modify data in Lacerte.  These programs may be commercially bought or developed in-house.  For example, if you have software that does any of these functions:
    • Updates or synchronizes client contact information such as Practice Management or Document Management software
    • Creates reports of tax data from Lacerte
    • Stores documents associated with client information
    • Creates clients in Lacerte
    • Reads or updates tax data such as depreciation or trial balance
  • You do not need to add the following types of software:
    • Intuit software such as DMS, EasyACCT, Quickbooks, or any built-in features in Lacerte
    • PDF software such as Adobe or Fox-it
    • Office software such as Microsoft Word, Excel, and Outlook
    • Remote access software such as LogMeIn or Citrix
    • Cloud file storage software such as DropBox or OneDrive
    • Electronic Signature software such as Adobe or Docusign
  • Consult your IT professional if you are not sure.

Here's wishing you many Happy Returns
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