Lacerte® Season Readiness Training: Fall 2016

Practice Management, Training Accountant in training

Let us help you get ready for tax year 2016! We’ll offer a great lineup of training events coming this fall designed around you and your firm’s productivity. Learn how to save time and grow your practice with these training programs.

New Smart Training Portal launched in January! We heard your feedback and redesigned the Intuit® ProConnect™ Lacerte® Training Portal to include exclusive content to help make this your best tax year yet. Watch bite-sized training modules to ensure you and your staff are taking advantage of critical time saving product features and functions within Lacerte. The Lacerte Training Portal provides a personalized experience, guiding you to new content that allows you to pick up where you left off should a client drop in unexpectedly.

Lacerte Season Readiness Training Tour

The Lacerte Season Readiness tour has concluded, but you can still learn what was taught by taking one of our webinars, see below for more information. We fully intend to go out on the road again next year. Watch for information to start becoming available this summer for when and where we will be. Hope to see you there!


Click here for more information on the Training Tour.


We have a robust lineup of webinar topics to help you get ready for tax season this year. Come learn with us about best practices in workflow, important and relevant thought leadership topics such as security and identity theft, and important information about the upcoming login requirements for Lacerte, as well as what’s new and improved in our products. Webinars will be conducted on average two times per month from November 2016 through February 2017. To register for webinars, click here.

Lacerte New User Webinars. New Lacerte customers, as well as new staff members at firms that already use Lacerte, are encouraged to attend this webinar. We will take you through the end-to-end basics of using the software, and we will provide an activity book with an answer key so you can practice what you learn.

Lacerte Business Return Webinar. Learn how to enter (1120) corporation, (1065) partnership and (1120S) S-corporation returns using Lacerte. This webinar includes a scenario covering several forms, error-checking, helpful tips, forms navigation and filing returns.

How to Start Your Own Tax Practice. Managing a new professional tax practice is a unique and intricate process, with IRS requirements and ever-changing laws adding to the complexity. Whether you just started your own practice or are still thinking about venturing out on your own, our webinar, “How to Start Your Own Tax Practice,” can teach you how to create a successful tax practice, including some valuable tools you can use along the way. During this 60-minute webinar, we will give you tips to help you select the best type of entity for your practice, get registered, define your business model, get the right tools, and grow your business with the right clients so that you can quickly thrive in your new practice.

Firm of the Future. This webinar offers practical, cutting-edge professional education for tax professionals who want to maximize their productivity, deliver awesome client experiences, and strategically take their practice to the next level. Includes technology, practice management and client engagement content.

What’s New in Lacerte. Can’t Make the Live Training? Don’t worry. We will offer a What’s New live webinar series in November and post a recorded version of it to a newly redesigned product training center, which will also provide an improved New User training experience.

Lacerte Season Readiness. Let us help you get prepared for tax season! Lacerte Season Readiness is designed to help prepare firms for the upcoming tax season. Learn more about key tax law changes and the new product features. We will also take a deeper look into Lacerte’s recommended work flow with the addition of Intuit Link and eSignature plus Payments. Plus, we will dive into what it means to be a firm of the future with QuickBooks® Online and the proper setup of QuickBooks Online Accountant for firms to ensure success moving forward.

Security and Identity Theft. According to the Federal Trade Commission, identity theft is the fastest growing crime in America. This course will examine the facts and background of identity theft, IRS examples of tax refund fraud identity theft, recommendations to protect data in your office, and recommendations for clients to prevent identity theft. The course will also provide steps to help victims respond when identity theft occurs.

How to Sign Up

All customers should self-register for these events to ensure all information is captured accurately and so that customers can see all of the options available to them. Simply go to the Lacerte website and click the Training section under the Learn and Support heading. Then, choose your corresponding product. Information about these events will be displayed at the top of the main training page.

Instructions will be provided on the training page for how to register for each event. Registrations for all live events will open on Oct. 24, 2016.

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