The AICPA has a nice discussion right now about tax season.  And it would be nice for our community to have something similar in a chat\ or other forum.

Do you want to share tips, trick and benefits of Lacerte?  Intuit gets a lot of criticism and much of that is fair. I'd like to stick in this thread to what is valuable, useful, and even great about the software.

Off the top of my head:

- love the display's capability to organize and present everything I need to know about a client and a tax return. It's all in one place.

- love the Critical Diagnostics.  Once it alerted me to changes I had made to a return that I was going to send to a client. It would have been embarrassing to send it.

- like the information. As a solo, I don't have a review and the info diagnostics are very helpful.  (I'm sure there could be more.)

- the tech support with experience has been good, in my opinion.

 

To give you an idea of my tax season: I prepared and filed 125 tax returns (110 individuals and have 60 on extension.) I'm a solo with only a little bit of admin help.  More tax returns would be possible for me next season, only if I make serious improvements to client information gathering.