Business Software for Lacerte

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

BigTime is an online time and billing system that professionals use. BigTime allows firms to use time and expense tracking tools as well as WIP management, billing, invoicing, task management tools and many other features in one platform. BigTime, which is cloud-based and has an intuitive interface, bundles industry best practices and operational know-how into a user-friendly app that runs on any desktop or mobile device. BigTime integrates with top productivity apps like Zapier, Lacerte and Slack. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios.

With over a 15+ years of industry experience, we stand at the forefront of cloud technology, delivering cutting-edge solutions in Application Hosting, Managed Security Services, Public Cloud, and Hosted Virtual Desktops. Our dedication to innovation has garnered recognition, including the prestigious Best Outsourced Technology Provider in the CPA Practice Advisor Reader's Choice Award 2023 and the title of Most Innovative Cloud Solutions Provider in the Global Business Awards. Serving a diverse clientele of over 17,000, we thrive on overcoming challenges, devising strategies, implementing managed services, and modernizing cloud applications and infrastructure.

Verito provides secure, dedicated cloud hosting and managed IT services designed specifically for tax and accounting professionals . Clients host their accounting or tax software on Verito’s private servers and access it remotely from anywhere, at any time, on any device . The platform delivers enterprise‑grade security and a 99.995 % uptime guarantee, so firms can confidently work during the busiest tax season without disruption.

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

As a leading provider of third-party hosted QuickBooks solutions, we have earned the trust of CPAs, accountants, and small to mid-sized business owners throughout North America, Europe, Asia, and Australia. Our deep understanding of hosting requirements allows us to deliver exceptional security, convenience, authenticity, affordability, mobility, and accessibility. Our cloud-based services are not only fast but also secure and dependable. We support all QuickBooks versions, including the US, Canadian, and UK editions of QuickBooks Pro, Premier, and Enterprise, ensuring we accommodate even the latest version, QuickBooks 2021, along with all software updates at no additional cost. With QuickBooks Pro Hosting, managing your business becomes seamless and free from significant IT challenges. Our services include comprehensive backups, spam protection, and virus protection, ensuring your data remains safe and sound. We provide clear and straightforward pricing options tailored to fit the unique needs of your business. Additionally, our dedicated customer support team is always available to assist you with any inquiries or challenges you may face.

QuickBooks hosting allows users to access the same desktop QuickBooks application anywhere and at any time. This facilitates team collaboration and enables them to run an efficient and fast accounting operation. Multiple users can work together in one database. It removes the need to purchase expensive hardware and software resources, back up the data, as well as other data and resource management operations. Hosting a desktop version on the cloud of QuickBooks allows users to inculcate enterprise-grade protection for their resources, which is often not possible for small business owners. Ransomware and other threats are making it difficult to maintain top-notch security. A good backup practice will ensure that business critical data integrity is maintained at the highest level. Users do not have to pay extra for it. QuickBooks Hosting is used by over 5K users in the USA. Users can check it out with a 7-day free trial, with no CC.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

StanfordTax leverages artificial intelligence to enhance and simplify the collection and organization of tax information for accounting firms. It seamlessly integrates with leading tax software solutions, such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, allowing for the rapid importation of prior-year data for thousands of clients. The platform then crafts tailored questionnaires for each client, incorporating prior year figures, document checklists, and only posing pertinent questions while bypassing those that are not relevant. After clients provide their information and necessary documents, StanfordTax generates a comprehensive PDF workpaper, where documents are systematically categorized, bookmarked, and ordered, while client responses are meticulously structured. It accommodates over 30 different document types, including W-2 forms, various 1099s, and 1098s, ensuring a wide range of tax documentation is supported. Furthermore, to ensure data security, we implement the Advanced Encryption Standard (AES 256) for encrypting data at rest, alongside 256-bit SSL encryption for the protection of data during transmission, thereby maintaining the integrity and confidentiality of client information. With these advanced features, StanfordTax not only optimizes the workflow for accounting professionals but also enhances the overall client experience.

EstateWorks offers comprehensive case management and operational workflow software tailored for Trust & Estate law firms, banks, trust companies, and various fiduciary organizations. This platform enhances the estate settlement, administration, and planning processes by consolidating matter information, contact details, roles, workflows, tasks, deadlines, and financial documentation into a unified system. Users have the flexibility to create reusable checklist templates, delegate responsibilities by role, establish task dependencies, and customize tasks for specific cases. Additionally, the software features dashboards, calendars, alerts, and reporting tools that enable teams to monitor progress, manage deadlines, and assess workloads throughout the organization. EstateWorks also facilitates the generation of documents and forms, provides curated state probate forms, and enables data sharing with valuation and tax-preparation software. Designed to work in harmony with existing practice-management, billing, and fiduciary-accounting systems, it enhances overall operational efficiency in managing trust and estate matters. By streamlining these processes, EstateWorks helps users focus more on delivering value to their clients.

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

ProConnect EasyACCT Write-Up offers a comprehensive solution for managing accounting tasks, including accounts payable, accounts receivable, payroll, bank reconciliation, asset depreciation, and financial reporting. It supports over 30 essential forms, such as SUTA, 94x, W-2, and 1099, and allows for the automatic filing of 940, 941, and 944 forms with the IRS, provided a tax preparer PIN is used. This tool seamlessly exports data to Intuit ProConnect Lacerte or ProSeries tax software, facilitating a smoother tax season. Regular updates ensure that all forms necessary for effective payroll management are current, enhancing the efficiency of handling business clients' needs. Additionally, EasyACCT simplifies crucial accounting operations and end-of-period tasks, making it an invaluable asset for accountants aiming to improve productivity and save time.

Rightworks is a comprehensive IT solution tailored for accounting and tax firms that streamlines cloud hosting, cybersecurity, and fully-managed IT support into a single, easy-to-use platform. Designed to enhance productivity and security, it offers secure access to accounting applications such as QuickBooks Desktop and QuickBooks Online with robust single sign-on capabilities. Over 10,000 accounting firms, including more than half of the top 25, trust Rightworks for its specialized focus on their unique needs. The platform actively prevents 1.5 million cyber threats monthly through round-the-clock monitoring by dedicated IT security experts. Rightworks has more than two decades of deep accounting industry experience, making it uniquely qualified to anticipate and solve challenges facing firms today. Customers benefit from award-winning, 24/7 support that ensures business continuity and quick issue resolution. By consolidating IT services, data protection, and app management, Rightworks helps firms future-proof their operations in a rapidly evolving digital landscape. Their goal is to simplify technology management so accountants and tax professionals can work smarter and safer.

Thomson Reuters Workpapers CS enhances efficiency by facilitating seamless collaboration and enabling the management of documents and data from multiple sources. This platform unifies integrated research tools with robust reporting features, providing a comprehensive solution for both client guidance and engagement. Teams can work together in real-time through a streamlined interface, utilizing a unified database that eliminates the need for syncing, importing, or exporting data. Whether deployed as a cloud-based service or a local installation, Workpapers CS ensures that crucial information is readily accessible, allowing you to significantly benefit your clients’ operations. The system’s advanced binder organization, high configurability, and energy-efficient capabilities contribute to a swift and effortless workflow. Users can easily import data from spreadsheets, promptly verify client balances, and transfer that information to tax returns. Furthermore, all team members can access tax work papers and the trial balance simultaneously, benefiting from dashboards tailored to their specific roles. By integrating these features, Workpapers CS not only boosts productivity but also enhances team collaboration.

Cloud 9 consolidates all essential business and accounting software into the cloud, allowing for enhanced productivity and seamless collaboration at a significantly reduced cost compared to your current IT solutions. You can easily and securely access your desktop applications from any device and location, and our services are compatible with your existing printers and scanners. Our committed in-house support team is always ready to help with any IT requirements, serving as your singular point of contact. By utilizing our cloud-hosted solutions, clients often experience savings of up to 70% compared to traditional in-house or outsourced IT services. Specifically designed for accounting and tax firms, Drake Tax Hosting offers a quick and dependable experience without the high costs related to on-premises installations. Tax professionals can enjoy the convenience of accessing their work from anywhere globally, with each client receiving a dedicated system to ensure optimal performance. Additionally, we prioritize security by housing our servers in highly protected facilities, ensuring your data remains safe and secure at all times. This comprehensive approach not only streamlines operations but also enhances overall efficiency for businesses seeking reliable cloud solutions.

Truss serves as an automated platform designed specifically for tax professionals, streamlining the workflow associated with tax documentation. Its features encompass the entire document lifecycle by enabling secure requests, organization, annotation, delivery, and storage of client files efficiently. The platform employs AI-driven, client-tailored checklists based on tax preparation software to ensure that clients only receive requests relevant to their needs; it automatically sorts and intelligently renames files uploaded by clients, converts various image formats into tax-preparation-friendly PDFs, and supports e-signatures for convenience. Additionally, it sends automatic reminders to clients and allows for hassle-free uploads without requiring account creation. Truss seamlessly integrates with popular tax preparation tools such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to enhance usability. With a strong emphasis on security, Truss maintains SOC 2 certification and incorporates AES-256 and Bcrypt encryption, adheres to OWASP-style standards, and guarantees that client data is never utilized to train any large-scale models. This commitment to security and efficiency makes Truss an invaluable asset for tax professionals seeking to optimize their operations.

When the focus is on expansion and delivering excellent customer service, IT management can quickly become overwhelming. Navigating your technology should not be this challenging. Cloudnine empowers professional services firms to achieve remarkable growth with straightforward, cloud-based IT solutions. Now is the moment to take charge of your technological landscape. Various professionals from multiple sectors rely on Cloudnine for comprehensive IT solutions that guarantee secure access to data for both employees and clients in the cloud. This innovative platform is the essential resource designed to enhance, simplify, and expand your clientele. All of this comes at a significantly lower cost than your existing IT setup. In comparison to juggling on-premise and offsite IT solutions independently, Cloudnine proves to be a more economical choice. As professionals across the globe depend on Cloudnine for reliable IT solutions, the availability of multiple data centers ensures that users can access their data securely at any time and from anywhere, which further enhances operational efficiency.