Customer Testimonials
Customer Reviews | Industry Awards
Lacerte® is rated #1 in customer satisfaction with a 25 year history of serving our customers .....here is what our customers have to say...
"Ease of use and feel of Lacerte is so much nicer than CSI. Lacerte's depreciation is easier to use than CSI's. Lacerte support is much better than CSI support. When first ask about support. What support?" Michael Adams, Michael D. Adams, CPA PC
"Lacerte makes us better accountants because the program picks up on issues we have overlooked and informs us on areas we need to improve." Becky Braun, CPA PS
"The diagnostics screen tells us if we made any mistakes that we may want to go back and review. We wouldn't do a tax return without it." Mike Hodge, EA and ATA
"With Lacerte, we know the status of each client's return as it moves through the office. I can see how many people we haven't heard from yet, how many have appointments, whose information has been delivered, and I can manage the business much more efficiently." Thomas Pickel, CPA
"I do 1,100 returns every season - a new client every half hour. With Lacerte, I'm finished when they walk out. I don't have to double-check or worry about something not being right." Tim Linn, Tax Preparer
"Lacerte is so easy to work with" Sheila Bodine, J. Kirk Gray, PC
"I can enter returns 2-4 times faster in Lacerte. It takes four of ProFx's programs to do what the Lacerte Tax program and DMS will do" Wesley Rickard, Quin Rickard Lipshires & Grupp
Industry Awards
Thank you for voting Lacerte #1!
CPA Technology Advisor Annual Readers Choice Awards
Lacerte
January 2007
#1 Tax Planning Systems:
Lacerte Tax Planner
#1 Scan & Organize/Scan & Fill Systems:
Lacerte SourceDoc Auto-Entry
Lacerte Tax Planner Gets 4.5 Out of 5 Stars!
2007 Review of Tax Planning Systems - 2007
CPA Technology Advisor
Lacerte
Rating 4.5 / 5 Stars
September 2007
Lacerte Tax Planner Rated 5 Stars in Several Categories:
- Program Use / Data Entry - 5 Stars
- Reporting - 5 Stars
SmartMap awarded The CPA Technology Advisor’s Tax & Accounting Technology Innovation Award
CPA Technology Advisor
Lacerte
June 2007
The most prized recognition for developers of software, hardware, services and other technologies geared toward professional accountants and tax preparers.
“Increasing efficiency, productivity and profitability for the tax and accounting professions is the definition of the Innovation Awards, and this year’s award winners exemplify these goals”
Gregory L. LaFollette, Executive Editor of The CPA Technology Advisor
New York State CPAs Rate Lacerte #1 Again
The CPA Journal
Lacerte
May 2007 SSPA STAR Awards
Lacerte Rated in the Top of its Class in Several Categories:
- Overall Rating
- Ease of Use
- Customer Support
- Timely Updates
Lacerte Service and Support Recognized as Innovative
Intuit's Professional Tax Team
Recognized as Finalist in the
SSPA STAR Awards
Intuit's Professional Tax Team was selected as a finalist for the 2006 SSPA STAR Awards for Best Practices. The STAR Awards for Best Practices recognize companies that have developed, implemented, and benchmarked the most innovative and efficient processes for service and support delivery. Chosen as one of three finalists in the Leveraging Customer Feedback category, Intuit was highlighted as a company that best utilized customer feedback throughout their support and product development processes.
Lacerte Rated #1 for Third Straight Year
Journal of Accountancy
Lacerte
October 2006
Lacerte Rated in the Top of its Class in Several Categories:
- Satisfaction with Installation Process
- Ease of Learning
- Ease of Use
Lacerte Overall Rating 5 Stars
Review of Tax Prep Suites - 2006
CPA Technology Advisor
Lacerte
Rating 5/5 Stars
April/May 2006
"All of the system's primary functions are accessible via an array of icons across the top of the screen, while several tabs provide one-click access to the Client Tracker, Client lists, Detail screens, Forms, Diagnostics and Analysis functions. Overall, the system is very well designed, providing intuitive work screens and data entry, and should require little time for users to gain basic proficiency. The system provides excellent analysis and diagnostics, provides outstanding support within the program and through external options, as well as integration with tax planning and document management systems."
Lacerte Overall Rating 4.5 Stars
Tax Preperation Suites Review 2005
CPA Technology Advisor
Lacerte
Rating 4.5 Stars
June 2005
"Lacerte's interface provides good general use features, with access to its many tools via a combination of pull-down menus, icons and tabs.
An array of useful tools complements Lacerte's overall design, which provides good workflow management functions with a generally intuitive layout.
The Client Tracker tab allows you to monitor the tax return preparation workflow in your firm . keep track of all client returns, easily relaying the next step in the return preparation process for each client and alerting you of clients that need attention.
Lacerte's individual, business and special entity modules all share data as necessary and generally share the same interface, allowing users to move data between entities and switch modules without moving out of the system. Since Lacerte is owned by Intuit, it is little surprise that the program offers direct integration with QuickBooks, including import of trial balance data and transfer of client billing functions. It offers direct integration with EasyACCT for accounting, Tax Planner, Client Manager and Document Management System."
Lacerte Ranked #1 Again by AICPA Members
Journal of Accountancy
Lacerte
September 2005
Lacerte professional tax software earned the highest overall rating for satisfaction in a survey of AICPA tax-department members.
Lacerte Ranked #1 Again by AICPA Members
Journal of Accountancy
Lacerte
October 2004
Lacerte professional tax software earned the highest overall rating for satisfaction in a survey of AICPA tax-department members.
New York State CPAs Rate Lacerte #1 for Satisfaction
CPA Journal Online
Lacerte
July 2005
Lacerte Software was the highest-ranked professional tax software vendor in this survey, with an overall rating of 4.39 (1 = very dissatisfied and 5 = very satisfied).
Top 10 - 1040 Tax Prep Software Reviews 2005
CPA Magazine
Lacerte
June 2005
"Lacerte's 1040 program is very user friendly; staff of all levels can input data and navigate the program with ease. What we like most about the program is its efficiency and user options."
"Because Lacerte Software targets the firm with both seasonal and full-time employees, it is critical that it is simple and easy to learn."
