Intuit Lacerte vs. Wolters Kluwer Cantax

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

I think its a great use for doing my accounting entries, it could use some improvements in the importability

Incentivized

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

Incentivized

• Fast to input
• a lot of functions to use
• nice interface to use everyone should be able to use it right away with no problems

Incentivized

• Technical glitches
• Frequent software updates

Incentivized

• Guide for more complicated situations
• FAQ or easier support chat

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

I think both are very good to use, I like H&R a bit more though though to being used to them

Incentivized

• 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