Intuit Lacerte vs. Taxify, by Sovos

Lacerte helps to serve a great variety of clients and businesses, it has over 5,700 forms. It also supports multi-state, K-1s, and more. It suits for power users with high business inflow. Its useful for a CPA who is processing a high value firm or individual with zero errors. The error diagnostic feature covers more than 25k error checks. This is less applicable to CPA's whose are managing regular individual 1040 routines.

Incentivized

I would not recommend this software/solution. For the price they quote, I would look into other solutions as their software never fully supported our business and the filings were incorrect for years without resolution from customer serv. Their Resale Cert platform also lacked credibility- I suggest, look into other solutions to better support your filings.

Incentivized

• Very easy to learn and use.
• Simple, customized report generation

Incentivized

• veratax download
• ticket system is average
• average communication from rep via email

Incentivized

• Filters-needs to be more user friendly and easier to use. Also needs more options to filter by
• Missing data email-descriptions need to be client familiar wording not tax term /forms

Incentivized

• in my opinion, customer service could improve
• in my opinion, implementation could be better to ensure accurate reporting
• in my opinion, better rep support and pricing for smaller term contracts

Incentivized

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

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

We picked Taxify, by Sovos based on original contract price- would not recommend this as well as (with all the issues we have been experiencing) would rather spend the money and time on Avalara. When we asked for a 1 yr contract to limp along for the year, the price was quoted for about $70K which was triple our original agreement.

Incentivized

• Intuit Lacerte has allowed us to remain efficient with filings, which increases our AHR (Average Hourly Rate) and assists us in calculating a proper fee for the clients based in this data.

Incentivized

• manual work to get accurate info- increase in manpower & time for accurate submissions
• increase in time w. rep to fix or address issues without resolution

Incentivized