Lacerte Integrations

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.

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.

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).

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.

Verito Technologies offers accounting software hosting solutions for small businesses, CPAs and accounting firms. Accounting software hosting allows users to work remotely from any device, from any location. Connect with us to get enterprise-grade security and 99.995% uptime.

We are a leader in third-party hosted QuickBooks services. CPAs, accountants, and small and medium business owners from North America, Europe and Asia trust us. We are able to provide hosting solutions that meet your needs. Our cloud-based services offer fast, reliable, and secure access. All versions of QuickBooks are supported, including the US, Canadian, and UK editions of QuickBooks Pro Premier, Premier, and Enterprise. All versions of QuickBooks are covered, even the latest version - QuickBooks 2021. All software updates are covered at no additional cost. QuickBooks Pro Hosting makes it simple to start, manage, and run your business without any IT headaches. Access to our backups, virus protection, and spam protection will be available. We offer straightforward pricing levels to suit your business's needs.

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.

Get your free summary of your cryptocurrency taxes. There is no limit to the number of transactions, wallets, or exchanges. The IRS will ask all taxpayers about their cryptocurrency or "virtual currencies" for the 2019 tax season. LukkaTax can be used with any traditional software. For accuracy, use the software that professionals trust. You could get back money from previous year returns if you refile. LukkaTax has mapped the most popular exchange and wallet files so you can drag and dropped them without having to learn all the formats. They are not reliable. Lukka may use APIs in other products when appropriate, but for tax reporting, why risk missing an transaction? Drag and drop your files. LukkaTax will help you identify and sort these situations so you can be confident that you have optimized your crypto for tax reporting.

You can manage CPAs by identifying what is needed for which client and when. Drag and drop to reprioritize and reassign work. Filter your view by due dates, status, assignee and more. This ensures that all tax preparers are always in the know and the work never stops. You can instantly pull all of your email inbox to take immediate action. You can leave a comment for tax preparers on your team, tag staff to take actions, file the correspondence into a digital client folder and add it to you to-do list. Or, simply reply as usual. You can either modify pre-made templates or create your own to make it easy for your team to follow the same workflows. Once a task has been marked as complete, the next one is automatically assigned to the correct tax preparer and appears in their to-do lists. You can keep every client's email, document, task, etc. organized at your fingertips. You can view a complete audit history in one glance. You can even pin important items to the top so you can quickly access them.

Simplify write up, A/P and A/R, payroll reconciliation, asset depreciation and financial reporting. It includes more than 30 forms, such as SUTA and 94x, W-2 and 1099. You can automatically file forms 940, 941 and 944 with the IRS. A tax preparer PIN (Personal Identification Number) is required. To get ahead of tax time, export data to Intuit ProConnect Lacerte and ProSeries tax software. ProConnect EasyACCT Writing-Up is a robust solution that can help you save time and increase productivity when working with clients. EasyACCT has more than 30 forms including SUTA and 94x, W-2 and 1099. It's also regularly updated. It includes all the modules that you need to perform accounting operations and end of period tasks, including A/P and A/R writing-off, adjustments for fixed assets, compilation reports preparation, and other key functions. All the forms you need for servicing payroll clients are included. These forms are regularly updated to ensure that your clients' payroll records are current.

Cloud 9 allows you to access all your accounting and business applications in the cloud. This will allow you to increase productivity and collaborate more easily, at a fraction of the cost compared with traditional IT services. Access your desktop applications securely from any device, anywhere. Compatible with all your existing scanners and printers. Our dedicated in-house support team can assist you with all your IT issues. We are your single point of contact. Cloud-hosted services are typically 70% cheaper than traditional, in-house, or outsourced IT services. Drake Tax Hosting is for tax firms and accounting firms who want a quick and reliable Drake Tax experience without the need to spend large amounts of money on an installation. Drake Tax Hosting is available to tax professionals who need access from anywhere in the globe. Each customer receives a unique system. We also keep our servers in highly secure facilities.

Right Networks is the leading accounting platform. It brings together best-in class accounting technology, data sharing, collaboration and productivity tools, and world-class guidance to help you be more productive and profitable. Cloud is not just a buzzword in the industry, it's a business necessity. It empowers everyone, from small accounting departments to bookkeeping, tax, and bookkeeping firms to the clients they serve. You can securely provide all your clients with the best accounting and productivity software, such as QuickBooks, from any location, on any device. Collaborate with your clients and team in a secure environment to build productive, efficient relationships. You can easily share the most recent data and files from any device. You can rest assured that your data is protected with the most robust security available in the industry. This includes compliance standards.

Thomson Reuters Workpapers CS simplifies processes by allowing instantaneous collaboration, the ability to manage documents from a variety sources, and the ability for data and documents to be managed. Integrated research and tools are combined with powerful reporting capabilities to provide one solution for guidance and engagement for clients. You can collaborate in real-time with your team using a single interface, single-database structure. There is no need to sync, import or export information. Workpapers CS is available as a cloud-based installation or a local installation. This allows you to make a positive difference in the lives of your clients' businesses. The advanced binder system, configurability and power efficiency features make it easy to work. Import data from a spreadsheet to quickly verify client balances and transfer it to tax returns. All team members have simultaneous access to tax papers and trial balances. Each role has its own dashboard.

IT can easily get out of control when you are focused on growth and customer services. This shouldn't make managing your tech difficult. Cloudnine empowers professional services firms to achieve new heights with simple, cloud-based IT solutions. It's time for you to take control over your tech. Cloudnine is trusted by professionals from many industries to provide reliable IT solutions that allow clients and employees to securely access cloud-based data. Cloudnine is the missing piece that will allow you to simplify, grow, and streamline your client base. All this at a fraction the cost of your current IT system. Cloudnine is cheaper than managing on-site and off-site IT solutions by yourself. Cloudnine is trusted by professionals from many industries around the world to provide reliable IT solutions. Multiple data centers make it possible for clients and employees to securely access their data from anywhere, anytime.