Top Lacerte Tax Software Add-Ons

Ease your tax filing processes with automated calculations, error detection, and customizable reporting

SurePrep’s TaxCaddy is a software that will help you organize all the necessary tax documents and keep them in one place. Clients can easily submit documents, chat on massaging with…

Offer tax advice and planning services to clients; generate custom reports and graphs; get tax reducing tips

Time Tracking and Billing ? Track time and expenses to manage WIP-related reports, workflow, invoices, billing, budgets, and projects

Manage files from multiple processes (Accounting, HR, Insurance, Legal) efficiently; highly scalable solution with customized templates and workflows

Complete approvals and agreements by obtaining digital signatures in an IRS-approved way

An online document management platform for secure document sharing and storage