can we transfer data captured in intuit link into lacerte using tax import, please provide steps.
in past we have been happy with E-organizer but intuit keeps promoting intuit link. It would have more if it could transfer data in link directly to lacerte or by way of tax import. makes no sense to have to keypunch data after receiving from clients in link.
whose on first? why haven't developers thought of this already.....
thanks for the insight,is cost reduction worth changing from lacerte to proseries then?
I switched yrs ago to creative solutions/thomsonreuters and learned a lesson. any chance on virtual panel of experienced users to share ideas with lacerte or just wishful thinking
NP, @april hours. It's no reason to switch to PS jut because they have someone from product participating in this forum now. That may change later on and the key question is whether PS would meet your needs.
If you want integration, ProConnect Tax would be a more viable option because it runs in the cloud with the Lacerte engine, which means there is very little you'll need to adapt. The biggest drawback, however, would be customization, packaging, and database capabilities, without which you're looking at a drop in productivity. Otherwise, it's a very capable tax product due to the Lacerte engine it runs on. With ProConnect Tax, you can import tax documents directly from Intuit Link and Practice Management is an option you can subscribe to.
You can sign up for ProConnect Tax with full functionality and even prepare returns without charge unless you print or e-file a return. Test drive that and see if it meets your needs.
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