Lacerte Integrations

BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. 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. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

DocuSign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, DocuSign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. DocuSign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, DocuSign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of 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. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.

Verito Technologies provides accounting software hosting solutions to small businesses, CPAs, and accounting firms. With accounting software hosting, users can work remotely from anywhere at any time from any device they have. Get enterprise-grade security & 99.995% uptime when you connect with us.

We are an industry leader in third-party hosted QuickBooks services and are trusted by CPA, accountants and small and midsized business owners across North America, Europe, Asia and Australia. We fully understand your hosting needs and provide the highest level of security, convenience, authenticity, affordability, mobility and accessibility. Our cloud-based services are fast, secure and reliable. We host all versions of QuickBooks, including the US, Canadian and UK editions of QuickBooks Pro, Premier and Enterprise. We cover all versions of QuickBooks, including the latest – QuickBooks 2021. We cover all software updates at no extra cost. QuickBooks Pro Hosting make it easy to start, run, and manage your business without major IT headaches. You'll have access to our backups, spam protection, and virus protection. We offer a straight forward pricing levels to meet your business’s needs.

Based out of Augusta, Georgia, Sagenext Infotech is a well-established IT hosting company that is committed to helping CPAs, tax and accounting professionals, law firms as well as small and medium businesses with industry-leading cloud hosting solutions. Also, Sagenext is an Intuit Authorized QuickBooks Solution Provider offering genuine licenses for all QuickBooks applications - Pro, Premier, Enterprise, and POS. Moving your mission-critical applications on the cloud gives you and your team the freedom to collaborate, access and work on the same software from anywhere at any time with the same feel and features of the desktop version with added compatibility, scalability, flexibility, security, and cost benefits. Moreover, it eliminates the need of having an elaborative IT infrastructure in-house, which means you do not have to worry about the capital expenditure and the hassles related to the maintenance and management of server resources.

Prepare your cryptocurrency taxes and see your summary for free. No limit on number of transactions, exchanges or wallets. For the 2019 tax season, the IRS is explicitly asking ALL taxpayers about their cryptocurrency, or "virtual currency". Use LukkaTax with whatever traditional software you use. Use the software that the pros count on for accuracy. Refile and potentially get money back from previous year returns. LukkaTax has mapped all of the most common exchange and wallet files for you so that you can drag and drop them without having to figure out all of the formats. Simply put, they are unreliable. Lukka does use APIs in some other products when they are appropriate to use, but for tax reporting, why risk missing a transaction? Just drag and drop your files. LukkaTax helps you identify and sort through all of these situations so that you can trust that you've done everything possible to optimize your crypto for tax reporting.

Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.

Simplify write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting. It includes more than 30 forms such as SUTA, 94x, W-2, and 1099. Automatically file 940, 941, and 944 forms with the IRS. (A tax preparer PIN is required.) Export data into Intuit ProConnect Lacerte or ProSeries tax software to get a head start at tax time. ProConnect EasyACCT Write-Up is a robust write-up solution that will help you save time and boost productivity when working with business clients. EasyACCT features more than 30 forms, including SUTA, 94x, W-2, and 1099, and it’s updated regularly. It provides the modules you need to perform all essential accounting operations and end-of-period tasks—including A/P and A/R write-off, adjustments to fixed assets, preparation of compilation reports, and other key functions. All of the key forms you need to serve payroll clients are available. The forms are updated regularly to help keep your clients’ payroll records current.

Cloud 9 brings all your critical business and accounting applications into the cloud so you can increase productivity and collaborate with ease all for a fraction of the cost of your current IT services. Easily access your desktop applications, securely from anywhere on any device. Works with your current printers and scanners. Our dedicated, in-house support team is available to assist with all your IT needs, we act as your single point of contact. Our cloud-hosted services typically result in a 70% cost savings over traditional, in-house or outsourced IT services. Drake Tax Hosting is for accounting and tax firms that want a fast and reliable Drake Tax experience, without having to pay the hefty sums of cash associated with an on-premise installation. Drake Tax Hosting is also for tax professionals who want access from anywhere in the world. Every customer gets a dedicated system. In addition, we keep our servers in highly secured facilities.

Right Networks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools and world-class guidance and support to make you more productive and more profitable. The cloud is no longer just an industry catchphrase; it’s a business necessity. It enables everyone, from accounting departments in small businesses to accounting, tax and bookkeeping firms, to the clients they serve. Provide all of your clients with leading accounting and productivity software, like QuickBooks, securely at any time, from anywhere on any device. Build efficient, productive relationships by collaborating with your team and clients in one secure environment. Easily share the latest data and files from any device. Rest assured that your information is protected by the most robust security in the industry, supporting critical compliance standards.

Thomson Reuters Workpapers CS streamlines processes, offering instantaneous collaboration and the ability to manage documents and data from a variety of sources. Integrated research and tools combine with powerful reporting capabilities to deliver one solution for both guidance and engagement for your clients. Collaborate in real-time with your team through a single-interface, single-database structure without having to sync, import, or export information. Available as either a cloud-based or local installation, Workpapers CS puts the information you need at your fingertips, empowering you to make a positive impact on your clients’ businesses. A sophisticated binder system, extensive configurability, and power efficiency features make your work fast and easy. Import data from a spreadsheet, quickly and easily verify client balances and transfer to tax returns. Give all team members simultaneous access to tax work papers and the trial balance, with role-specific dashboards.

It’s easy for IT to get out of hand when you’re focused on growth and customer service. Managing your tech shouldn’t be this complicated. Cloudnine gives professional services firms the power to reach new heights through simple, cloud-based IT solutions. It’s time to take control of your tech. Professionals from a variety of industries count on Cloudnine to provide robust IT solutions and ensure that their employees and clients can securely access data in the cloud. Cloudnine is the missing tool that will help to streamline, simplify, and grow your client base. All this, for a fraction of the cost of your current IT solution. Cloudnine is more cost-effective than trying to manage on-premise and offsite IT solutions yourself. Professionals from a variety of industries around the globe count on Cloudnine to provide robust IT solutions. Multiple data centers ensure that employees and clients can securely access data anytime, anywhere.