Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.
$400
Zoho Projects
Score8 out of 10
N/A
Zoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.
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!
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
My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
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
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 use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
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.
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 reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
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.
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
Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
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
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 it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
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!
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
Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
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 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.
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 needed a system to organize our growing business, so anything was better than what we had, which was nothing.
Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
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
