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Lacerte Tax, an Intuit ProLine Solution

lacerte_10277458

2011 OVERALL RATING 4.50

 

800-765-7777

www.proline.lacertesoftware.com

 

Product delivery methods:

__x___ On-Premises

__x___ SaaS

_____ Hosted by Vendor

 

BEST FIRM FIT:

Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered consolidations, multi-office, etc. 

STRENGTHS:

  • ProLine Tax Import offers a website to help users download and import securities transaction data from investment banks
  • Pay-per-return option attractive for startup firms & those who need advanced functionality without a large up-front payment
  • New organizer for trust returns, support for using organizer as a workpaper
  • This year’s version adds e-filing for state partnership & corporate tax in 23 jurisdictions
  • Excellent QuickBooks integration with Lacerte SmartMap tool

POTENTIAL WEAKNESSES:

  • Lack of a vendor-hosted or SaaS version of this product, although some third-party hosting companies offer this service
  • Client Tracker is not compatible with Windows Vista/Windows 7
  • Some supporting applications in the suite are very new (ProLine Practice Management & ProLine Tax Research), and not as complete as the more established competitor products
  • Other products (EasyAcct write-up solution) have limited adoption & enhancements

EXECUTIVE SUMMARY & PRICING:

Lacerte Tax can handle a wide range of tax compliance issues and is intended for firms with a complex client base, high-return volume or those who are reliant on its extensive QuickBooks product integration. Pricing has been streamlined, and, for the second year, bundle-based discounts of groups of Intuit practitioner tools are being offered. All bundles include document management solutions as well as entry-level tax planning. Bundles include a various mix of individual and business return modules and range in price from $5,049 to $12,949. Modules may be purchased separately, with business modules starting at $1,579. Per-return-pricing is also available.

 

4.75 – CORE PRODUCT FUNCTIONS/FEATURES

  • ·         Product depth/multi-state
  • ·         Navigation/ease of use
  • ·         Support for special situations
  • ·         Analytical review
  • ·         Electronic filing

4.25 – INTEGRATION

  • ·         w/in publisher’s own suite
  • ·         w/tax research tools & guidance
  • ·         w/other or external programs
  • ·         w/practice management
  • ·         w/external services

4.5 – PAPERLESS WORKFLOW

  • ·         paperless creation
  • ·         paperless open items
  • ·         paperless review
  • ·         access control for limiting access into returns
  • ·         digital document storage/mgmt.
  • ·         data import/output

4 – REMOTE CAPABILITIES

  • portal
  • remotes access
  • 1099 depot
  • Outsourced document prep
  • Hosting
  • Web-based

See inside April/May 2011

Thomson Reuters — GoSystem Tax RS

2011 OVERALL RATING 4.75   800-968-8900 CS.ThomsonReuters.com   Please indicate the available delivery methods for your product below: __x__ On-Premises __x__ SaaS _____ Hosted by Vendor   BEST FIRM FIT: Good fit for top 50 firms, the Fortune 500, and those who need multi-office, multi-department support for the most complex returns.  The only purely browser-based […]

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