Lace rte has it all-bells, whistles, etc
September 21, 2022

Lace rte has it all-bells, whistles, etc

Joni Terens | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Intuit Lacerte

I use Intuit Lacerte to prepare Individual, partnership, corporate (c and s), estate & trust, and nonprofits Intuit Lacerte preparers more forms than other softwares. Not just fill n print, like some softwares that say they have forms, but the actual calculations. Their support team is the best. Each rep has access to leads who can help in areas they are familiar with. If an issue can’t be resolved then a case is opened to have a more experienced person work on the issue. Intuit cares about its customers and tries really hard to help customers get answers in the least amount of time so we can keep predicting returns.

Pros

  • Continually updates when bugs are found or tax law change
  • Live customer suppprt
  • Listen s to customer to improve product
  • E-signature to get signed forms from remote customers
  • Organizers for customer to complete on paper or electronic
  • Tax appointment scheduling within the program and recurring for future appointments
  • Client invoices by form
  • Trial balance from accounting software to save time on business data entry

Cons

  • 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
  • Very high Retention (using scheduling)
  • Tax data input time savings (using e-organizer)
  • Tax summary current and prior year (clients love to see how they did compared to prior year)
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!

Do you think Intuit Lacerte delivers good value for the price?

Yes

Are you happy with Intuit Lacerte's feature set?

Yes

Did Intuit Lacerte live up to sales and marketing promises?

Yes

Did implementation of Intuit Lacerte go as expected?

Yes

Would you buy Intuit Lacerte again?

Yes

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!

Intuit Lacerte Feature Ratings

Type of tax
10.0
Sales and Use Taxes
Not Rated
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
10
Tax Reporting & Compliance
9.7
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
8
Tax Data Reporting
10
Compliance Administration Management
Not Rated
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
10

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