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November 3, 2011

Intuit —Tax Research for Lacerte and ProSeries

800-200-7599 lacerte.intuit.com/products/tax-research  proseries.intuit.com/products/tax-research    2011 Overall Rating 4.5   BEST FIT Tax practices currently utilizing the Lacerte or ProSeries tax solutions. STRENGTHS Powered by Google Enterprise Search Engine helps to find the answer quickly All-inclusive pricing with no additional fees for network use or multiple users No separate product to load or login to Strong... Read more »

Steven M. Phelan

800-200-7599

lacerte.intuit.com/products/tax-research 

proseries.intuit.com/products/tax-research 

 

2011 Overall Rating 4.5

 

BEST FIT

Tax practices currently utilizing the Lacerte or ProSeries tax solutions.

STRENGTHS

  • Powered by Google Enterprise Search Engine helps to find the answer quickly
  • All-inclusive pricing with no additional fees for network use or multiple users
  • No separate product to load or login to
  • Strong Help and support options, including assistance from the Intuit social network tools

POTENTIAL LIMITATIONS

  • Research limited to tax only, with little offering for accounting, auditing, payroll & sales tax
  • Little user customization options

 

SUMMARY & PRICING

Intuit Tax Research is a perfect fit for users of Intuit’s Lacerte and ProSeries tax products. The research is directly integrated with these products and provides quick and easy access to a quality set of research tools. Also available as a standalone web-based solution, users of other tax software may also benefit from the product, but without the direct integration features. The standalone product may be accessed from any device, including mobile devices. Intuit Tax Research is available for a flat rate of $849 for a 12-month subscription and includes access to all content, including Internal Revenue Code, Court Cases, state code and regulations, BNA analysis, and much more. The license fee is not increased for additional users or use on a network. A pay-per-use option is also available for a fee of $19.95 per use and includes all search results and access to up to four research articles.

 

BASIC SYSTEM FUNCTIONS 4.75

CONTENT 4.25

CUSTOMIZATION 4

INTEGRATION/IMPORT/EXPORT 4.5

HELP & SUPPORT 5

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Steven M. Phelan

CPA

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.