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In need of a practice management that works with Lacerte and Right Networks

linkacpa
Level 1

Hello,

I have been on the hunt for a practice management system that works with Lacerte and Right Networks. I found the perfect software at BigTime but I was unable to move forward since Right Networks doesn't allow me to download the syncing agent.

What I'm looking for:

- Sync status between Lacerte and practice management

- Segment clients into groups (individual, partnership, etc.)

- Works with Lacerte and right networks

 

I have tried the following practice management systems: Intuit Practice Management, BigTime, and Mango/ImagineTime.

 

What I would also love to know is how does your firm distribute tax returns and handle projects?

0 Cheers