Likelihood to Recommend 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!
Read full review In our case, sales and use tax are a must-have. With the recent change and continuous change in tax law, companies find it harder to comply with tax without a system. In our case, managing thousands of customers with thousands of tax codes - city tax, state tax, zone tax - proves to be a challenge. We need a system to minimize any exposure with federal and state tax law, and certainly protect us from an audit.
Read full review Pros K-1 transfer capability Supports more than 5,700 tax forms - federal and all state forms Year-round e-filing Read full review They are good at updating the tax tables with all the new sales tax law changes They are good at charging the correct sales tax amount as long as the software is set up or configured correctly They are good at following up at sales tax correspondences Read full review Cons Technical glitches Frequent software updates Read full review The admin portal needs work - I cannot simply add and remove users, and have to create a case support. I think this is a low-hanging fruit Sovos is working on to resolve. The UI could be improved. The sync does not always happen instantly and sometime can take up to 24 hours. Read full review Support Rating Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
Read full review For the most part, the support team is responsive. However, with the recent switch from a legacy server to S1 server, Sovos created a problem for us. We simply can't upload a tax certificate. I logged a case with support, and they could not help, so they escalate to their senior technician. All in all, it has been more than 7 days, and they could not resolve a "simple" issue.
Read full review Alternatives Considered 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!
Read full review I have used sales tax tables in the past and they are a lot more accurate as long as the configuration is done correctly up front. I have also used Avalara. Avalara has a more consumer friendly interface and better reporting function
Read full review Return on Investment 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. Read full review It saved us a lot of time and money but eliminating the manpower needed to process manually ourselves It helped reduce the time needed to follow up and resolve sales tax correspondences It helped reduce costs and time to register in new taxing jurisdications Read full review ScreenShots