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)

Benefits of e-file (7 min)
Become an Authorized Provider (6 min)
Setting Up the Program (8 min)
Entering Client Detail (9 min)
Reviewing and Printing (12 min)
Transmitting Returns (11 min)
Acknowledgements (9 min)
Acceptance Letters & Extensions (11 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