Integrating OfficeTools WorkSpace practice management with Lacerte Tax
Track return status, auto-sync all client information, link programs, and auto-import Lacerte invoices and PDF tax returns.
Tax and financial integration with practice management
Does your accounting firm use Lacerte Tax software? OfficeTools WorkSpace integrates with Lacerte so your client contacts and information stay consistent. Any changes you make in OfficeTools sync back to Lacerte, keeping both systems up to date and eliminating any time wasted doing double data entry.
“Being able to know where in the process we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”
Julia Rhoads, EA, Sally Lindberg & Associates
Consolidate your applications
OfficeTools syncs with the applications you trust, making it the most valuable icon on your desktop.