Appointment Calendar
Proforma Process
Organizer Setup

Filters (30 min)
Database Reports (20 min)
Exporting Information (23 min)

Program Overview (9 min)
Client Detail - Part I (50 min)
Client Detail - Part II (57 min)
Reviewing Returns (17 min)
Help and Support (13 min)

Administer Lacerte (35 min)
Client Letter & Invoice (18 min)
Customizing the Client Display (9 min)
Client Status & Revisions (15 min)
Internet Updates (6 min)

Client Display (10 min)
Entering Data - Part I (30 min)
Entering Data - Part II (26 min)
Managing/Reviewing Returns (16 min)

Before you Prepare a Return
Input Techniques
e-File Returns
Practice Management
Individual Returns