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how to I use the time tracker feature on lacerte to track the time I work on each client

OH EA
Level 1
 
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7 Comments 7
George4Tacks
Level 15

Unless Lacerte snuck in a new feature without letting me know, there is nothing built into the program. Consider TSheets or other extra software to track. https://www.tsheets.com/

 


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abctax55
Level 15

They did, supposedly, add this feature to Lacerte (it is in PS already...) per some announcement I saw somewhere.

But I haven't been able to locate it yet (I've spent maybe 2 minutes on it).

"*******Tax software is no substitute for a professional tax preparer*******
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George4Tacks
Level 15

@IntuitKatieB is this new feature due out soon? 

 


Here's wishing you many Happy Returns
itonewbie
Level 15

Wonder if the OP was referring to this: https://proconnect.intuit.com/lacerte/office-tools/


Recapture billing opportunities

Remove the burden of time sheets by tracking time anywhere in the system, even on your mobile device.

There's also a link on that page that brings you to this: https://www.officetools.com/lp/intuit-usa/

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clockcpa
Level 1

Office tools is an add on that tracks time, has a secure portal, billing, ach and cc payments and integrates with lacerate and quickbooks.  It is slick, lots of good feedback from users and i am in process of scheduling ad setting up installation.

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TaxSlurpin
Level 1

Reserve your judgement on OfficeTools until you have used it for a few months. We tried it with great excitement but ended up going back to QB after a few months. 

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TOMJONES
Level 1

How did you get out of your contract?

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