In just minutes, learn from your peers how to save even more time in Lacerte this tax season.
Are you getting the most out of Lacerte? Research has found Lacerte users who use the following features tend to have higher satisfaction scores than those who don't. Watch the feature training videos below and see how much time you could save. Best yet, these are FREE features that are already included in your Lacerte license.
Feature Training Videos
SmartMap 3:08
Bryce Forney, CPA, shows how he
saves up to 45 minutes per corporate return with this feature that integrates QuickBooks Accountant Edition data
with Lacerte.
QuickStart Card
Like-Kind Exchange
Wizard 5:53
Chuck McGrath, CPA, shows how his firm reduced the time to properly record 1031 exchange transactions from hours to minutes.
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Missing Data Utility 4:28
Bryce Forney explains why he can't do without this efficiency tool that enables his firm to track missing data and quickly communicate to clients what he needs to complete their return.
QuickStart Card
Sticky Notes 3:03
Chuck McGrath teaches how his firm saves paper and time by attaching communication notes to the relevant input screens or computerized IRS reports.
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Schedule D Import 4:10
Bryce Forney gives details on how his firm saves up to 20 minutes per return, whether his clients have 5 transactions or 500.
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Extension Only Print 2:28
Bryce shows how Extension Only Print saves his firm 2 minutes per return on tax filing deadline day.
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