Reduce Data Collection Time and Data Entry Errors
Streamline data collection with Lacerte e-Organizer.
Collect exactly the information you need from each client faster, for less money, and with fewer hassles using customized e-mailed organizers, instead of paper ones.
What you can do with Lacerte e-Organizer:
- Make life simpler for your staff and your clients with simple-to-use electronic checklists and questionnaires.
- Help save the time and expense of printing, assembling, and mailing paper organizers.
- Maintain security with password-protected files for your clients' eyes only.
- Decrease data-entry errors by transferring approved figures directly onto the correct tax forms and lines in Lacerte Tax with no typing.
Distribute Hundreds of Organizers Instantly:
From within Lacerte Tax software, an e-Organizer Wizard helps you send e-mail letters, questionnaires and forms to clients. Each package includes a unique link that downloads a personalized, password-protected, executable file right to your client's desktop. The e-Organizer contains everything they need, including an introduction, instructions on how to use the organizer, FAQs, and the ability to write questions for you to answer, and download tax documents right into the organizer.
Getting Started with Lacerte e-Organizer:
This automated program is simple to use. From within Lacerte Tax software, just access the e-Organizer Wizard which steps you through the process of selecting a complete organizer or specific pages tailored to your clients' unique needs. As soon as your clients complete the forms, they just click a button to e-mail the completed document back to you.
