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Lacerte Training, brought to you by Intuit Academy
 
        
      
 


 Webinars

Recorded Webinars
Lacerte: What's New
      Webinar


Self Paced Courses
 

Course

Format

Materials






Lacerte Proforma, Organizer, and Appointment Manager Course Information Entire Course

Online Self Paced

Course Materials


Individual Modules (no CPE)

Appointment Calendar
Proforma Process
Organizer Setup


 





Optimizing
Your Tax
Workflow
Using Intuit
ProLine Solutions
Course Information Entire Course (1.5 Hours CPE)

Online Self Paced

Course Materials


 
  Entire Course (no CPE)







Practice Management Course Information Entire Course (1.5 Hours CPE)

Online Self Paced

Course Materials


Individual Modules (no CPE)

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






Program Functionality Course Information Entire Course (3 Hours CPE)

Online Self Paced

Course Materials


Individual Modules (no CPE)

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)






Program Administration Essentials Course Information Entire Course (1.5 Hour CPE)

Online Self Paced

Course Materials


Individual Modules (no CPE)

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







Productivity Tools
(Data Entry Tips, Tricks & Shortcuts)
Course Information Entire Course (1.5 Hour CPE)

Online Self Paced

Course Materials


Individual Modules (no CPE)

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






Paperless Productivity: Going Beyond Document Storage Course Information Entire Course (17 min, no CPE)

Online Self Paced







Self-Paced Exercises

Individual Exercises (no CPE)

Course MaterialsBefore you Prepare a Return
Course Materials Input Techniques
Course Materials e-File Returns
Course Materials Practice Management
Course Materials Individual Returns







DMS: The Less Paper Solution Course Information Entire Course (40 min, no CPE)

Online Self Paced

Course Materials




Online Self-Paced Tutorials More Info Online, no CPE






Resource Guides A collection of useful guides




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