Business Application Directory

Integrate with Lacerte tax software to automatically import data into client’s 1040 return

Get professional mailers, and envelops to match slip sheets printed from Lacerte software

Gather client data and organize documents securely and efficiently using client information portal

Two-way sync between this service management software and QuickBooks to manage leads, team schedule, jobs, and more

Track invoices efficiently, send automated payment reminders to customers, and integrate Stripe for payments

Create and view 1099s- MISC/INT/DIV and W-2s forms for small business clients

Schedule jobs for office and service technicians more efficiently with real-time updates from the field.

Get instant answers to all tax-related queries with integrated search tools like CCH Browser Search and CCH State Tax NexusExpert

File and pay due tax amount for 1040 individual return and 4868 Extension using credit/debit card through Drake tax program.