Intuit Lacerte vs. Paddle

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I wouldn't recommend them to anybody because their support is getting worse and worse and their business processes require you to contact support whether you want to or not. You will be forced to contact support and then wait for days to get any meaningful response that's not a copy/pasted sentence from FAQ.

• K-1 transfer capability
• Supports more than 5,700 tax forms - federal and all state forms
• Year-round e-filing

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Super easy to implement SDKs across supported platforms that support modern interface paradigms.
• Real team members that provide backend support for merchant issues. We had issues addressed quickly and taken seriously whenever we needed anything.
• Help with navigating VAT transparently. We never worried that we were messing up in this complicated area of international sales.
• Great first line customer support reduces the need for an extensive customer support organization on our end. They dealt with all purchase related issues as well as lightweight technical issues (e.g pointing users to FAQs, update links, etc.).

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Although Intuit Lacerte offers the option for clients to by by refund, it is limited to 2 banks which means we could have to change banks to offer this service, broadening the banks relationship would assist us greatly.
• Although Intuit Lacerte is set up for running reports, they are not as dynamic as they could be, for example, running a report for all clients working for a specific employer, or occupation if we were targeting an audience.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Analytics could support more flexible analysis of reported data and better custom events.
• More customization of the drop in purchase UI on the web without the need for a full custom site integration.
• Sometimes communication from their front line support staff has gone to the wrong address.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Intuit Lacerte is not only easy for those veteran users such as myself, but is it also easy to teach to the new users, which makes it a good fit for a firm such as ours that has a high volume of interns and trainees in the industry. Many of which can then take that experience with them to the next firm they move on to, which exhibits as perpetual value.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We tried using Stripe before Paddle, but it was a pain integrating it and it lacked the licensing. Paddle allows us just to add a payment button and don’t ever think about payment methods, we don’t have to make a separate button for card payments and another one for PayPal. Paddle does all this in their checkout process.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Able to process client requirements faster
• Docusign feature a big plus
• Lacerte 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We wanted to grow faster, which was possible once we integrate recurring payment gateway. And we've got Paddle to do that.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info