Does Lacerte have a client portal?
Document Management and Client Portals for Lacerte & ProSeries. The #1 choice for DMS users who need a solution that can adapt to the needs of their firm.
Does Lacerte have an online version?
Integrated tools Is there an online version of Lacerte Tax? Intuit offers cloud hosting for Lacerte, enabling automatic backups and updates, and the freedom to work from anywhere.
What is hosting in Lacerte?
"Hosting" is another term for "in the cloud." It means that your Lacerte software and data are stored ("hosted") on a secure web server at a protected facility, instead of locally on your office computer. You access them over a protected Internet connection rather than via your local network.
How do I transfer Lacerte from one computer to another?
Copy the entire C:\Lacerte folder on the root of the local drive from the source computer to the same root of the C: drive on the target computer. Copying the entire C:\Lacerte folder includes the data, settings, and most the program files.
Is UltraTax better than Lacerte?
Reviewers felt that Lacerte meets the needs of their business better than UltraTax CS. When comparing quality of ongoing product support, reviewers felt that Lacerte is the preferred option. For feature updates and roadmaps, our reviewers preferred the direction of Lacerte over UltraTax CS.
How expensive is Lacerte?
Lacerte PricingNamePriceFeaturesLACERTE 200Contact LacerteThe same great features of Unlimited, but better suited for preparing less than 200 Individual Federal returns.PAY-PER-RETURN$406Pay-as-you-go option perfect for preparing a lower volume of Individual, State and Business returns.1 more row
What is the difference between ProSeries and Lacerte?
K-1 data is automatically transferred to individual returns....ProSeries Tax Software.FeaturesLacerte Tax SoftwareProSeries Tax SoftwareInterfaceWorksheet-basedForm-basedIntegration with OfficeToolsYesNoSchedule D Excel ImportYesNoCustomizable Client ReportsYesNo7 more rows•May 21, 2020
How much is Lacerte 200?
$2,750Lacerte Individual Federal 200: $2,750 (w/ option to e-‐file at $7 per return) Customers planning to e-‐file more than 120 returns should choose the e-‐file version for greater value.
How much does ProSeries hosting cost?
Cost/Per Month MS Office Hosting is available at a monthly charge of $16.95/user. One month of free hosting service with full technical assistance in the event of cloud migration from any other service provider or migration from client in home server to RTCS servers.
How do you network Lacerte?
How to install Lacerte Tax Planner on your network driveSelect the Windows Start button and search for 2021 Lacerte Web Setup.Double-click the 2021 Lacerte Web Setup file.On the Custom Setup screen, select Network install.Select the box for 2021 Lacerte Tax Planner.Browse to the network location.Select Next.More items...•
How do I backup my Lacerte clients?
Follow these steps to back up your clients in Lacerte Tax:Click on the Clients tab (to view the list of your clients).Select the Clients to backup.Click on Client.Click on Backup.Type the data path for the backup or click Browse to find an existing directory. ... Click OK to begin the backup.
Where are Lacerte client files stored?
The folders listed below are typically located in the \Lacerte\YYtax folder: IDATA (for Individual client files) PDATA (for Partnership client files) CDATA (for Corporate client files)
What is the difference between ProSeries and Lacerte?
K-1 data is automatically transferred to individual returns....ProSeries Tax Software.FeaturesLacerte Tax SoftwareProSeries Tax SoftwareInterfaceWorksheet-basedForm-basedIntegration with OfficeToolsYesNoSchedule D Excel ImportYesNoCustomizable Client ReportsYesNo7 more rows•May 21, 2020
How do I access Lacerte?
If you own a firm, manage your own office, or are the sole Lacerte user in your office, you must: Complete initial setup. Invite additional software users (if applicable)...Verify your sign-in credentialsOpen Lacerte.Enter your Email/User ID and Password.Select Sign In.
Is UltraTax cloud based?
UltraTax CS is a cloud-based professional tax software designed to help tax preparers automate corporate tax workflows and streamline document management. It offers multi-monitor flexibility, allowing businesses to view forms, input, diagnostics, prior year input, and more on up to 4 separate monitors at the same time.
How do I download Lacerte 2020?
Follow these steps to install Lacerte:Sign in to My Account.Click Download 2021 . ... Click Run to begin the installation.Click Next in the welcome window.Select the type of installation you want, Recommended or Custom. ... If your choice is Recommended, skip to step 9. ... Click Next.More items...•