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Ideal for firms that prepare complex business and 1040 returns.
- Input-based
- Over 32 built-in, time-saving features like Missing Client Data tool
- Over 5,700 complete tax forms for individual and business, including multistate K-1s, consolidated corporations and publically traded partnerships
- Over 25,000 error diagnostics, including a robust review before e-filing
- Integrate with Link so you can get client data and documents in a seamless, organized and convenient way
Perfect for firms that need flexible packages.
- Forms-based
- Over 27 built-in, time-saving features like automated data entry of 1099s and W-2s
- #1 tax software of choice among tax professionals2
- Rated 4.5 out of 5 stars from The CPA Practice Advisor3
- Integrate with Link so you can get client data and documents in a seamless, organized and convenient way
Lacerte offers excellent integration with QuickBooks, including the SmartMap feature, which can transfer trial balance data directly from QuickBooks, with account data routed to appropriate form fields in the client’s tax return. Data within Lacerte also syncs back into QuickBooks. Try Lacerte for free
Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken and TXF (Tax Exchange Format). Try ProSeries for free
See a step-by-step guide on how to convert your data:
The process of converting data can be daunting, but there's a simpler, more efficient way to do it. Data Conversion will move selected items from your current tax preparation software into ProSeries or Lacerte, including:
✔ All personal information
✔ Names for all interest, business, estates, partners, etc.
✔ All important carryover amounts that can be obtained (depends on your current software)
✔ Depreciation
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