Lacerte Document Management System

This guide can help with installing and using the 2008 Lacerte Document Management System.

This document is designed to explain some important concepts and things to consider when planning for a "less paper" environment. It also includes (as an appendix) the muliple monitor document listed in the Training and Productivity Guides section below.

This is the training guide used for the new Lacerte DMS training course.

These are a series of articles designed to guide DMS users through the "less paper" transition.
DMS On-Boarding Introduction
Go Paperless: Save any report to DMS
Consolidate Your Filing Cabinet; Move Files to DMS
Scanning Client Source Documents into DMS
Manage, View, Annotate, E-Mail & Fax Documents with DMS

Lacerte System Administrator's Guide

This guide is designed to give you an depth undertstanding of how to install, administer, and troubleshoot (including Vista) the Lacerte Tax Program.

Lacerte Tax Planner Program Guide

This guide can help with installing and using the 2007 Lacerte Tax Planner Program.

Lacerte Trial Balance Utility User Guide

This guide can help with using the Lacerte Trial Balance Utility.

Lacerte Research Library Reference Guide

This guide can help with using the Lacerte Research Library.

Lacerte Forms Library User Guide

This guide can help with using the Lacerte Forms Library.

Lacerte Training and Productivity Guides

This document is designed to explain how using multiple monitors can make you more productive.

This is the training guide used for the Data Entry Basics webinar.

This is the training guide used for the Program Administration Essentials webinar.

This is the training guide used for the Tax Season Preparation (how to use Appointment Manager, Proforma, and Organizer) webinar (offered in prior years).

This is the training guide used for the e-file Solutions webinar.

This is the training guide used in this year's Lacerte Annual Update seminars and webinars.

This is the training guide used for the Lacerte Tips, Tricks, and Shortcuts webinar (offered in prior years).

This is the training guide used for the Lacerte Practice Management Tools webinar (offered in prior years).