Lacerte

Lacerte

Intuit
+
+

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About

Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.

About

Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

401(k) advisor for small businesses

Audience

Tax professionals and tax accountants

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$400 per year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ForUsAll
Founded: 2013
United States
www.forusall.com/solution-employer/

Company Information

Intuit
Founded: 1983
United States
proconnect.intuit.com/lacerte/

Alternatives

Alternatives

ATX

ATX

Wolters Kluwer
AB401k

AB401k

Americas Best 401k
CCH Axcess Tax

CCH Axcess Tax

Wolters Kluwer
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

401(k) Supported

Categories

Corporate Tax Supported
Tax Planning Supported
Tax Preparation Supported

Integrations

Ace Cloud Hosting Not Supported
BigTime Not Supported
Cloud 9 Hosting Not Supported
Cloudnine Realtime Not Supported
Cloudwalks Not Supported
Docusign Not Supported
EasyACCT Not Supported
EstateWorks Not Supported
Intuit Practice Management Not Supported
Rightworks Not Supported
SafeSend Not Supported
Sagenext Not Supported
SmartVault Not Supported
Soraban Not Supported
StanfordTax Not Supported
TaxDome Not Supported
Truss Not Supported
Verito Not Supported
Workpapers CS Not Supported

Integrations

Ace Cloud Hosting Supported
BigTime Supported
Cloud 9 Hosting Supported
Cloudnine Realtime Supported
Cloudwalks Supported
Docusign Supported
EasyACCT Supported
EstateWorks Supported
Intuit Practice Management Supported
Rightworks Supported
SafeSend Supported
Sagenext Supported
SmartVault Supported
Soraban Supported
StanfordTax Supported
TaxDome Supported
Truss Supported
Verito Supported
Workpapers CS Supported
Claim ForUsAll and update features and information
Claim ForUsAll and update features and information
Claim Lacerte and update features and information
Claim Lacerte and update features and information