7 Reviews and Ratings
22 Reviews and Ratings
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The fixed asset software is very advanced for software in general, but it is limited to accounting (GAAP and Tax) fixed assets. Would love to see a more IT user friendly software allowing IT personnel to use a gun to scan the servers and computers, etc. This wouldn't necessarily be a fixed asset as many computer items are too small dollar wise, but it would be a useful feature for IT and accounting to track IT assets by locatoin, user, departmetn, etc. and would be company wide. Another software needed is for company contracts with an ability to send out emails for notifications that a given contract is coming due. Obviously, this would be for contracts and leases but is also useful for accounting and would involve the whole company as there are contracts for rentals, equipment, service maintenance agreements, capital leases, IT contracts, etc.Incentivized
This software is great for a tax preparer that wants the whole package from organizers to customer returns with letters and invoices. This is the best software with everything combined together. For new tax preparers looking for expensive software and are willing to some items (invoices) organizers, scheduling) through other means, Intuit Lacerte might be too expensive. But once the practice grows the time saved having all the “bells and whistles “ is worth every penny!Incentivized
ReportingUser friendlyFilter and SortingIncentivized
K-1 transfer capabilitySupports more than 5,700 tax forms - federal and all state formsYear-round e-filingIncentivized
Better outlay of the depreciation section, rather see periods vertically, then horizontally. The periods are difficult to move through when you need to see many months in the past or vice-versa.Would love to see an ability to mandate certain fields when creating an asset as every company is different.Would love to see each field have the ability to have it's own pick list, and the pick list that does exist needs to be larger to allow for a longer list rather than just 8-10, then the rest are hidden so you have to move to section 2 to see that continuing list.Incentivized
Technical glitchesFrequent software updatesIncentivized
Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.Incentivized
I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!Incentivized
Allowed for very smooth auditsUser friendly, allows for documentation to be stored, very usefulGood audit trail to see what happened.Incentivized
Able to process client requirements fasterDocusign feature a big plusLacerte Diamond Passport fees is highly priced at 17.5K USD + fastpath additional per user. They could consider to bring down the cost so that it works out lucratively.Incentivized