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Lacerte On-boarding Training, brought to you by Intuit Academy!

We're committed to providing you the tools and knowledge you need to make your transition to Lacerte seamless and smooth. We've designed a learning plan specifically for new users such as you.

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	Lacerte On-boarding Training

	Phase I: Installation and Program Setup Installation To ensure you have the program installed correctly, we've created some quick videos and a couple of resource guides. For installing on a stand-alone computer, the process is pretty straight forward. When installing in a network environment, there are a couple of configuration variables. Choose the video below that best describes your environment: Server/Workstation Installation Video - Click here to sign in and and view Peer-to-peer Installation Video - Click here to sign in and and view Network Installation Reference Guide - Click here to sign in and and download Comprehensive System Administrator's Guide - Click here to sign in and and download Setup Once you've got the program installed, you'll want to make sure you get everything set correctly and tailored to your firm's needs. There are two different options available for this training: Lacerte: Program Administration Essentials Learn how to configure and manage the program for optimal use. You will gain valuable information on customization and effective set up of options, as well as an overview of administrative program features. Click here to register (1 hour CPE) Click here to sign in and launch the course (no CPE) Click here to sign in and and download course materials Program Setup and Operations Self-paced Online Tutorials These online tutorials are designed to show you basic program operations and introduce features that help you begin preparing returns using Lacerte. Click here to sign in and begin


	Phase II: Using the Software Efficiently Lacerte: Program Functionality Learn how to utilize Lacerte's diverse navigation and input capabilities to best fit the way you prepare tax returns. You will also learn about time-saving input features and how Lacerte's review and print functionality can streamline the entire process. Click here to register (1 hour CPE) Click here to sign in and launch the course (no CPE) Click here to sign in and and download course materials Lacerte: e-File Solutions Learn how easy it is to setup Lacerte for e-Filing, and the many features available that enable you to track the progress of e-Filed returns. From creating the file and entering detail to troubleshooting rejected returns and providing your clients with Acceptance Letters, this course will show you everything you need to know to quickly get up to speed and begin e-Filing federal and state returns in Lacerte. Click here to register (1 hour CPE) Click here to sign in and launch the course (no CPE) Click here to sign in and and download course materials Lacerte Online Self-Paced Tutorials Use these online tutorials to select what you want to learn, when you want to learn it - all available 24/7. These comprehensive tutorials contain hours of valuable training lessons that can be used to get you and your staff up to speed quickly on many of the various features of Lacerte. Click here to sign in and begin


	Phase III: Learn More, Increase Your Productivity Lacerte: Productivity Tools By the end of this course, you should have several tips and shortcuts that you can begin to implement immediately to save you data entry time and unleash the power of Lacerte. You should be able to increase your productivity by using features designed to: streamline the process of accessing vital client information; reduce the amount of time it takes to input tax return information; and make the managing and reviewing of returns a seamless and pain-free activity. Click here to register (1 hour CPE) Click here to sign in and launch the course (no CPE) Click here to sign in and and download course materials Paperless Productivity: Going Beyond Document Storage (approx 15 min) In this online course, you will learn how to save time using a paperless workflow. Using Intuit's Document Management and Document eSort programs, you'll gain the knowledge you need to shave countless hours off of tax engagement work and maximize your firm's productivity. Click here to sign in and launch the course (no CPE) The Less Paper Solution Training Series (5 modules, approx 1hour) These online learning modules are designed to give you ideas on how you can streamline the document management process using DMS. You will understand how you can use the scanning, storage, and retrieval features of DMS to become more efficient and reclaim valuable office space. Click here to sign in and launch the course (no CPE) Click here to sign in and and download course materials For many other valuable training and resource guides, click here

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Phase I: Installation and Program Setup

Phase II: Using the Software Efficiently

Phase III: Learn More, Increase Your Productivity