Lacerte Tax®
Time Savings Features

Learn how your peers are improving their workflow and saving time with Lacerte.

Featured Time Savers 

See the full list to learn about all of the features that will save you time this tax season.

 

Missing Data Utility

Saves 18 minutes

Allows you to track and e-mail a list of missing data to your clients.

 

Jump to Input

Saves 17 minutes

Allows you to go from a line on the form to the corresponding input field in the Detail screen.

 

"Jumping to input fields and worksheets is a breeze."    --Mark Simmons, CPA                      

Like-Kind Exchange Wizard

Saves 18 minutes

Saves time on accounting for like-kind exchange in your client's tax return. 

 

Intuit Link

Saves 18 minutes

 

Link is a portal that makes it easy for your client to deliver their tax data to you in a timely, and organized way - on average 30% faster than tradtional organizers. 

 

“We see about 15% time savings with each client using Link” – Angela I., CPA

 

Lacerte E-File Center

Saves 16 minutes

Allows you to quickly e-File returns and extensions, track the progress of returns e-Filed, generate reports, and send acceptance letters or emails to your clients. 

 

 

Even More Time Saving Features

Want to learn how to most efficiently use these features?