QuickBooks Desktop (Pro, Premier, Enterprise)
Pull trial balances, client financial data, and income statements directly into your Lacerte tax software using the built-in QuickBooks integration to eliminate manual data entry errors.
Sage 50 & Custom ERPs
Keep your business management and corporate tax workflows perfectly aligned on the same server environment.
Intuit Tax Advisor
Run complex, real-time tax planning strategies and generate customised, client-facing PDF blueprints instantly in the cloud.
Intuit Link
A secure, encrypted portal that lets your clients upload documents directly into your workspace.
Intuit Sign (Powered by DocuSign)
Send digital signature requests for Form 8879 and other tax documents straight from Lacerte to your client's email.
SmartVault & Drake Document Manager
Keep your practice completely paperless. Store, organise, and archive massive client tax folders with instant, secure server-side file fetching.
Lacerte Document Management System (DMS)
Use Lacerte's native document tool at maximum speed without worrying about local storage limits.
Microsoft 365 / Office
Export complex tax sheets directly into Excel, generate client letters via Word templates, and securely email finalised tax returns via Outlook without leaving your secure remote session.
Adobe Acrobat Reader/Pro
View, split, merge, and annotate massive tax documents and source files on your cloud desktop.